Learn how to search and filter templates in Payroller eSign with our simple guide below.
Step 1: Click on the 'Document' section in the left-hand panel of your Payroller account.
Step 2: In the ‘Template’ tab, use the search box at the top of your template list to search by template name.
Step 3: Click the ‘More’ button next to the search bar to filter templates by Category.
You can also browse the template library to find ready-made documents based on the category you need. Simply click ‘View template library’ on the far right of your template list.
This will give you the list of templates you can use based on what you need.
Please note that before using any Content you must obtain professional advice for your situation. Learn more
You can also request a template through our feature request page by clicking on the 'Request template'.
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