FAQ: How to Upload a new eSign Template
Answer:
Upload a new e-sign template by following these guidelines:
Navigate to the ‘General’ tab, and click ‘e-Sign.’
Click on ‘Add eSign Template’ in the top right corner.
Select the PDF document template from your local files. Click ‘Open’.
Note: There is no size limit for uploading a document.
Once the document has been uploaded, it will open a new window where you can assign the recipient parties.
Go to the right-side panel; click the ‘Recipient Parties’ by clicking ‘PN1’
Fill out the ‘Role’ by clicking the dropdown list. For example, ‘Buyer,
Note: This section is optional.
Click ‘Add Recipient’ to add a party/ role. The added role will be marked as PN2
On the left side panel, drag and drop all the fields that must be filled out.
Note: The ‘Field Properties’ opens while the field is held. The format or data type of each field can be changed by going to the ‘Field Properties’ tab on the right-side panel.
Click the dropdown list on the top left corner to switch to different parties, from Party Number 1 ‘(PN1)’ to ‘Party Number 2‘ (PN2).
The left side panel represents the following information:
‘Signature Fields’ - these are the required fields such as signature, name, date sign, and email address.
‘Data Entry Fields’ - this is where you can set the kind of data you want to have in the form, for example, ‘one line document,’ ‘text box,’ ‘date field,’ ‘checkbox,’ ‘dropdown,’ and ‘attachment’ fields.
‘Personalized Fields’ - these are important fields. Once the document is sent to the recipients it automatically fills out the fields.
Once everything looks good, click the ‘Save and Close’ button. The new e-Sign template will be included in the list of ESign templates.