Help and Support Electronic Signatures

    Send an e-sign request using a saved template

    How do I use a previously saved template?

    If you have previously saved an e-sign template, it will show up when you click the “Compose E-Sign” button in the left menu to start a new e-sign request.

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    Send a new e-signature request

    1. Click on the name of any template to start a new e-sign request with that template.
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    1. If the template was created as a dynamic file template, that is, it lets you use a different file each time, you will be shown the name of the file you uploaded when you created the template, and a small blue upload button. Click it, then browse and select a file. then you will be asked to select a file. For standard templates (without a dynamic file), this option will not appear and the file will already be uploaded.
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    1. Enter the email addresses (and if using access codes by text, also the mobile phone numbers) for all the signers. Previously used addresses or addresses from your contacts will be auto-suggested as you start typing a name, email, or phone number.

    2. If they were not included in the template, enter a subject and optionally an e-mail introduction.

    3. You may configure options such as (reminders, option to require access codes, signing order etc.) The previously saved configurations will be populated.

      1. You may change any of these configurations for the current request to be sent, without affecting the template itself.
      2. You may also save a new template with the new changes using the “Save Template” button. This will not affect the old template that you started with (if the old template is no longer needed, you may optionally delete later).

    4. Click Next.

    5. You will see the document along with previously saved fields. Here, you may optionally:

      1. Change any text you added with the “Annotation” option.
      2. Add, remove, or configure any other fields.

    6. Once you have made any changes needed to the fields (signature boxes and other input items) to be filled, click Send (lower right) to send the e-signature request.

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