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How to use templates to send signature requests

Steps to send a document using a saved template Using a saved template simplifies the signature request process. Follow these steps:

  1. Go to the Templates section:
    • Log in to your account and click Templates from the left-hand menu.

  2. Select a template:
    • Browse through your saved templates and click on the one you wish to use. Then, click the three dots in the upper-right corner of the selected template.
    • Select Use Template from the options that appear to proceed.

  2. Customize participants:
    • Replace placeholder participants with actual names and email addresses.
    • Assign roles to participants if required.

  3. Review the document:
    • Verify that all fields are correctly placed and assigned to the right participants.
  4. Send the request:
    • Click Finish & Send to deliver the document to participants.

Note: Templates can be modified during this process without affecting the saved version.