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Templates will remember the exact placement and type of the signature fields on a document. It will also use the same signers applied to the fields when you saved the template.
This is a bit different than a layout. A layout will remember the placement and type of your signature fields, but it will leave them unassigned. Click here for more information on layouts.
Saving a Template from your Inbox
You can take any document package you have already created, or any from your drafts, and save them as a template.
- Open the E-Sign Inbox.
- Click on Inbox or Drafts.
- Hover your mouse over one of your packages and click the Save as Template.
- Add a Template Name.
- You can add a message to all signers.
- Click Save to create the template.
Applying a Template
- Open the E-Sign tab.
- Click Templates and a list will open.
- Pick your template.
Your template will open and be ready for you to add the finishing touches and send.