Summary Table:
Step | Action | Recommendation |
Access Templates ➡️ ➡️ 📒 | Click "Templates" in the left navigation. | Make sure you're logged in with Sender permissions! 🔑 |
Select "Use Template" ➡️ 💾 | Choose the template and select "Use Template" from the actions menu. | Double-check it's the right template for what you need. 🧐 |
Verify File Loading ✅ 📁 ✅ ⬆️ | Confirm the template document is loaded in the "Files" tab. | Wrong document? Go back and choose a different template! ⏪ |
Review Signers 🔎 🧑🤝🧑 + 🧑🤝🧑 | Click "Signers" and review/add signers. | Are all required signers included? Is their contact info correct? 🧑🤝🧑 |
Enter Signer Details ✍️ 📝 ✉️ | Fill in the First Name, Last Name, Email, Phone, and Role for new signers. | Double-check those email addresses! 📧 Typos cause delivery problems! 😫 |
Configure Elements ⚙️ 📐 | Click "Places" and add/adjust signature fields and other elements. | Assign elements to the correct signers and position them properly. ✍️ |
Customize Message 🎨 💬
| On the "Send" screen, customize the email subject and message. | Write a clear, inviting message to get signers to act! 💌 |
Review and Send 🔎 ✅ 🚀 | Click "Save & Send" to send the document for signature. | Double-check everything! 🧐 You can't make changes after sending! ⚠️ |
Introduction:
This article explains how to use Pre-Saved Templates in eSignaturesOnline to quickly and easily create new documents for signature. Using templates streamlines your workflow and ensures consistency across your documents.
Steps to Use a Template:
Access Templates: ➡️ From your eSignaturesOnline dashboard, click on "Templates" in the left navigation panel.
Select "Use Template": 🖱️ Locate the template you want. Under the "Actions" column, click the drop-down menu and select "Use Template". The system will automatically take you to Step#2.
Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. 🖼️
Automatic File Loading (Step #1 - Files Tab): 📁 The system will automatically take you to the "Signers" tab, pre-loading the selected template document. You can click on Files (tab) to Verify that the correct template is loaded. ✅
Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. 🖼️
Review or Allocate Signers (Step #2 - Signers Tab): 🧑🤝🧑
Click on the "Signers" tab.
If the template already includes signers, review and confirm their information is correct. 👍
If the template doesn't include signers, add the necessary signers by clicking "+ Add Signer."
Enter Signer Details (If Adding Signers): ✍️ For each signer, enter the following information:
First Name (Required)
Last Name (Optional)
Email (Required)
Phone (Optional)
Role (Default: Signer) - Ensure the correct role is selected.
Configure Signature Elements (Step #3 - Places Tab): 📍
Click on the "Places" tab.
Review the document and add or adjust signature fields, text fields, and other elements as needed for each signer.
Click "Next" (Step #4): ➡️ Once you've reviewed the signers and configured the document, click the "Next" button.
Customize Subject and Message: 📧 On the "Send" screen, customize the "Subject" and "Message" that will be sent to the signers.
Preview Message: 👀 On the right-hand side of the "Send" screen, you will see a preview of the email message that will be sent to the signers.
Save and Send: ✅ Review all settings, and then click the "Save & Send" button. The system will send the document for signature. 🚀