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
Click
Automationon the side-bar menu.Select
eSign Templatesfrom the options available.Click
+ New eSign Templateto create a new e-Sign template.Enter a
Template NameandUploadthe document that needs a signature. You canDrag and Dropa file as well.
Add a
Document Namewhich will appear as the Subject Line as well.Review the
Messageto ensure they're appropriate.Add
Signer Role, such asClientorWitness, and aCC Recipientif necessary.
Select all relevant
Merge Tagsfor the template, which will automatically populate with the corresponding signer's information, then click onPrepare.Drag and droprelevant 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.
Add signature and initials fields for all previously-created signer roles.
Click
Continueto save and close the dialog.