How do I create an eSign template?

To create a drag-and-drop eSign document template: Click Automation on the side-bar menu. Tap eSign Templates. Click New template. Enter a template name and add the document that needs a signature. Review the signature request email subject and message, if you want. Add signer roles (and a CCed recipient, if you desire)

How do I import a template into ?

Upload templates Navigate to the Templates page. Select NEWand select Upload Template. Browse to the location of the template file you want to upload and open it. You can upload an individual JSON or XML template file, or a collection of zipped template files. ... The new template displays at the top of your Templates list.

Can you have templates in ?

offers pre-built templates for most common contracts and forms. You can also create your own templates for common forms that your organization frequently sends out for signature.

How do I create a custom template in ?

From the Templates page, click New Template. Enter a name and description for your template. To upload one or more files to the template from your local machine or from one of your authorized cloud storage providers, follow the regular procedure described in Add Files. Add recipient roles and any named recipients.

How do I create an eSign document?

How do I create an eSign document? Create a free account. Upload the document you want to sign. Drag and drop your signature onto the document. Email the document.

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