Create Signature Requests using Templates

Users can quickly create signature requests from the pre-configured templates. Ensure that the admin has already created the signature templates beforehand for use. To learn more about the steps to create and manage signature templates, click here.  

To Create a Signature Request from a Template

1. To create a signature request from a template:
   • Navigate to Workflows and Signatures -> Signatures -> Templates  
   • Hover over on an active template and click on Use template
     
2. A pre-configured signature request will open to fill and send the signature requests.  
   • Edit the Signature request name, if required, and enter the recipient(s) email address or name.
     
   • Click on Send Signature Request.  Alternatively, click on Skip to edit the template
     
   • Click on Send Signature Request after making the necessary changes. 
     

Send for Signature – Steps to Create Signature Request from Template

The user also gets the option to choose a template while choosing to send a document for e-signature. 

1. Choose E-signature -> Send for signature
   
2. Choose any of the templates listed or search for a template.
   
3. Click on Continue after making the desired choice.
   

The user can repeat the steps in the pre-configured signature request as mentioned in step 2 of the previous section.