No professional understands the importance of signed documents more than attorneys. It comes in handy for establishing proof of a person's certification of the content in the documents attorneys work with.
And rather than always preparing documents for signature every single time, you can leverage eSign templates to convert frequently-used legal documents into readily-built templates that can be deployed on the go with minimal or no formatting effort at all.
Creating a reusable electronic-sign doc template
To create a drag-and-drop eSign document template:
Click Automation on the side-bar menu
Tap eSign Templates
Click New template
Enter a template name and add the document that needs a signature
Review the signature request email subject and message, if you want
Add signer roles (and a CCed recipient, if you desire)
Select all relevant merge tags for the template, then click Prepare
Add relevant fields by dragging-and-dropping and matching them to previously-selected merge tags.
NOTE - Select sender from the signers to use the Textbox field to add merge fields.Drag-and-drop signature and initials fields for all previously-created signer roles
Click Continue to save and close the dialog.