How to create a template?

Templates are a powerful tool to enhance your productivity when collecting signatures from others. By creating a template, you can streamline the process of sending out forms for signing repeatedly, saving you time and effort. This article will guide you through the steps to upload a file as a template, configure it according to your requirements, and make it ready for reuse.

1. Go to Templates
2. Click on UPLOAD TEMPLATE
   
   
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3. Choose the file you want to use as a template from your device. The selected file will be uploaded to your templates.
4. Click the OPEN button or the template icon to open the document viewer.
   
   
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5. Now add fields to the document to specify where the signer (or signers) should enter text and place the signatures. You can add different types of fields such as text, name, date, signature, initials, checkboxes, etc.
   
   Note: If you skip this step, the signer can freely choose where to sign the document or enter text.
   
   Click on the field type you want to add from the ADD FIELDS section on the left panel and click anywhere on the document where you want to place it. For step-by-step instructions on adding fields and assigning them to a signer, please check: How do I add fields to my document?
   
   
6. Click on DONE to save the changes.

After the template is ready, click on SEND FOR SIGNING > NEXT, enter the name and email of the signer (or signers), and click on SEND DOCUMENT.

Following these straightforward steps, you can create a template to obtain signatures efficiently and save time when sending out forms repeatedly. Templates enable you to streamline your workflow by reusing the template while keeping it intact for future use.