How to Create E-Sign Templates

*This is an Admin-only feature. If you are not your firms Admin, you will need to request your firm's Admin undertake this*

Under Admin Portal> Add-Ons> E-signature you'll be able to make E-Sign templates. Click "Create Template" on the right and upload a document you wish to be E-Signed. You'll also need to title the document and provide a short message to the intended signee if you wish. 

Next, you'll need to add who the signing parties in the document are (in the example provided, it would be you and your client), and add the names below. 

From here, you can save this as a draft, or click Prepare Signers Fields to progress to the next step. 

Look on the right hand side of the screen, and from here you can drag and drop the relevant fields which require completion in the document.