Step 1:
Make sure your e-sign template has already been uploaded.
Step 2:
Go to Settings.
Step 3:
Click E-Sign Templates.
Step 4:
Open the template you want to edit.
Step 5:
Select the party assignment.
Options:
Party 1
Party 2
Step 6:
Choose the field type you want to add.
Available field types:
Signature Fields
Data Entry Fields
Advanced Fields
Personalized Fields
Step 7:
Drag and drop the field into the document.
Examples:
Signature Field
Date Field
Name Field
Step 8:
Place the fields in the correct sections of the document.
Examples:
Signature line
Buyer name section
Seller information section
Date area
Step 9:
Repeat the process for all required buyers, sellers, and signing fields.