Creating E-Sign Templates

To create E-Sign templates for you and your team to use, navigate to Admin Area> Add-Ons> E-Signature. Then click "Create Template" in the top right.

From here, you can give the document a title and accompanying message. We recommend keeping this message generic as the document may be sent to multiple clients.

After this, you can upload the require document and add the required signers. Remember that this is just a template, and the individual details of actual signers can be added when the template is used.