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How to create document templates with E-Sign

Create your own editable templates with the save as template function

Step by step guide

Step 1

Click “Get Started” in the “My Templates” section of your Dashboard.

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Step 2

Select ‘ Create Template’

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Step 3

Add your template name and select a document from one of the options shown here. You can add signer details at this stage or leave the fields blank.

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Step 4

Build your template and select “Save Template”.

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How to use a document template

Step 1

From your Templates page, choose the template you would like to use and select “Use”.

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Step 2

Enter the recipient details, attach other files or documents to be signed, check the template is correct and send.

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Most frequent document template questions

This can be done by accessing the ‘templates’ tab within your E-Sign dashboard.

Yes. Whenever you create a template, you are given the option to save it. Also, when you open a save template, you can adjust it and save again!

Yes. All users of the account can be given access to view all documents and templates within the E-Sign dashboard. This is effective for document collaboration and document management.

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