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
Automation
on the side-bar menu.Select
eSign Templates
from the options available.Click
+ New eSign Template
to create a new e-Sign template.Enter a
Template Name
andUpload
the document that needs a signature. You canDrag and Drop
a file as well.Add a
Document Name
which will appear as the Subject Line as well.Review the
Message
to ensure they're appropriate.Add
Signer Role
, such asClient
orWitness
, and aCC Recipient
if necessary.Select all relevant
Merge Tags
for the template, which will automatically populate with the corresponding signer's information, then click onPrepare
.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.
Add signature and initials fields for all previously-created signer roles.
Click
Continue
to save and close the dialog.