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Add template to envelope

We understand that businesses have a multitude of document packs and pro-forma’s.  E-Sign lets you avoid unnecessary and repetitive tasks of document preparation with our ‘add template to envelope’ feature.

Send one envelope containing a combination of templates, as well as new uploaded documents.

This is achieved via either the ‘Create envelope’ or Create Template’ section. You can send up to 10 documents per envelope.

1

Step 1

Select your templates in ‘Create envelope’

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2

Step 2

Or Select in ‘Create template section’

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3

Step 3

Choose the template you wish to add to your envelope

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