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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.


Step 2

Select ‘ Create Template’


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.

upload document ss

Step 4

Build your template and select “Save Template”.

template creation

How to use a document template

Step 1

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

template view

Step 2

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


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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