Create and edit a document template in eSignatures
Creating an eSignature template
1. In People, click Organization Profile, then eSignatures.
2. Next, click + Create Document.
3. Choose the document you would like to create a template for by dragging it into the box or clicking Choose a file to open your file browser.
4. Next, choose a folder for this document. Use the dropdown menu to choose an existing folder, or create a new folder. You can do this by choosing + New Folder from the dropdown menu and typing in the name of your new folder.
5. In the next dropdown field, indicate whether the document will require cosigners. All documents will have a single signer by default—a cosigner is an additional person who will need to sign. You can assign up to 3 cosigners.
6. Click Create to proceed to the next step.
7. If you indicated that the document requires cosigners, you’ll be brought to an additional step where you can set how many cosigners are required.
8. Select the role of each cosigner from the dropdown list. The role is not visible to the assigned employee, it’s just displayed internally to the admin so you know who to assign the document to later.
9. If you select the Request signatures in the order above checkbox, the assignee will receive the document to sign first, followed by the primary cosigner, then the secondary, then tertiary cosigners (if included). Once completed, click Continue.
10. Next, you’ll see your document in the template builder. Here you can add fields to be completed when you assign the document to an employee. You can also customize signature fields and add cosigners.
For help with creating a template, check out our How to use the document template tools in eSignatures article, and for help with assigning a document, check out our How to assign a document in eSignatures article.
11. Once the template is complete, click Continue to save the template.
Editing an eSignature document template
1. To edit an eSignature document template, click the category of the document you’re looking for, then click the three dots next to the document template name. Next, click Edit to be taken to the document template builder where you can make changes.
For help with the document template builder, check out our How to use the document template tools in eSignatures article.
2. To rename an eSignature document template, click the three dots next to the document template name and click Rename.
Delete an eSignature document template
1. To delete an eSignature document template, click the three dots next to the document template name and click Delete. Click OK to confirm your action.
You’ll lose any documents that are in progress and any active requests for eSignatures will be cancelled. The existing signed copies will remain attached to the employee’s profile.
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