Create a eSignature Document Template

The eSignature module offers two options for sending a document for signature:

• Sending a New Document for Signature
• Sending Using a Predefined Template (explained in this article)

Step-by-Step Template Creation

1. Access the template creation option via the following path:

   • E-Sign > Template Management > Create Template
2. Click on "Create Template"

3. Name the template with a unique descriptive title

   • Ensure that the title of the template is clear and distinct to facilitate its identification later.

4. Upload one or more files to be signed

   • Upload the necessary documents into the template. Note that after saving, you will not be able to add or delete documents in this template.

5. Add signer roles

   • Define the titles of the individuals who need to sign the document in the template. You can also set the signing order if the "Set Signing Order" option is checked. Otherwise, the document will be sent to all signers simultaneously.

6. Add fields for each signer

   • Include the necessary information for each signer, such as name, title, date, signature, etc.

7. Verify the signers and add a CC recipient if needed

   • Confirm the signers' information, validate the title, include a message explaining the subject or purpose of the document, and add CC recipients if needed to keep them informed of the process steps without being signers.