How Do I Set Up My E-Sign Templates?
Reference
Refer to the process video below for a better understanding.
https://www.loom.com/share/80953bc09e4147339223cdb08631614f?sid=f6ccfd40-0b09-4e5c-b0be-949702e37fc0
Procedure
Set up your E-Sign template by following these steps.
Navigate to ‘Settings’ in the bottom left corner. A new window will open.
2. Click ‘eSign’ Templates’ under the ‘Customization’ tab.
3. Click ‘Add ESign Template’ in the upper right section. The file manager will open.
4. Select the PDF document you want to use for your eSign template. Click ‘Open.’ The newly added eSign document will appear in the list of eSign templates.
5. Duplicate, edit, or delete any eSign template by clicking the icons in the ‘Actions’ column.
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