Learn how to create an eSign document using a template with this simple guide on the eSign feature below.
Streamline the Signing Process for you and your employees for a hassle-free experience.
Step 1: Click ‘Documents’ from the left panel menu.
Step 2: Click ‘Create’ located on the top right side of the screen.
Step 3: Click ‘Document from template’ to select existing templates.
Step 4: Select ‘My Template’ or ‘Template library’.
If you already have an existing template, click ‘My template’ and select a document template. If you don’t have a template yet, click ‘Template library’ to browse a variety of templates across different categories.
Step 5: Hover your mouse over a template saved and select ‘Use’ to apply.
To preview a template before using it, hover your mouse over the document and click the eye icon.
Step 6: Once you’ve decided to use the template, click ‘Use template’.
Step 7: Enter the name and email address of the signer(s). To add more signatories, click ‘+ Add signer’.
Toggle the option if you want to include yourself as a signer.
Step 8: Click ‘Next’ to proceed to the next page.
Step 9: Your selected template will be uploaded automatically.
Step 10: Add and assign text and tags to each signer for the fields you want them to complete. Select the signer at the bottom of the page, with each signer having a unique color.
Step 11: Pick the tags from the top, and then drag and place them onto the document.
Step 12: Click ‘Next’ to proceed to the final step.
Step 13: Enter a name for your document and select a category. Include other recipients of your document under the 'Add CC' field.
Step 14: To save it as a template for future use, click ‘Save as template’.
Step 15: If you choose to send the document, click ‘Send’, and its status will change to Pending signature.
Once all signers have completed the signing, the document's status will update to Signed.
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