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How to create an eSign template?

Steps to create eSign templates, making the document signing process quicker and more efficient.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over 2 weeks ago

In today's digital age, electronic signatures have become a standard way to sign documents. Attorneys, in particular, rely heavily on signed documents to establish proof of certification of the content in legal documents. To save time and effort, you can create eSign templates that allow you to quickly deploy frequently-used legal documents without having to format them every single time.

Steps to create an eSign template

  1. Click Automation on the side-bar menu.

  2. Select eSign Templates from the options available.

  3. Click + New eSign Template to create a new e-Sign template.

  4. Enter a Template Name and Upload the document that needs a signature. You can Drag and Drop a file as well.

  5. Add a Document Name which will appear as the Subject Line as well.

  6. Review the Message to ensure they're appropriate.

  7. Add Signer Role, such as Client or Witness, and a CC Recipient if necessary.

  8. Select all relevant Merge Tags for the template, which will automatically populate with the corresponding signer's information, then click on Prepare.

  9. Drag and drop relevant fields onto the template, matching them to the previously-selected merge tags.

    NOTE - Select sender from the signers to use the Textbox field to add merge fields.

  10. Add signature and initials fields for all previously-created signer roles.

  11. Click Continue to save and close the dialog.

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