- #How to create an electronic signature template for mass use how to#
- #How to create an electronic signature template for mass use update#
If you need to add customer-specific data to your document you can click on the OPEN & EDIT button and add any required information.Ĭlick on ‘DONE’ to save the changes and return back to the ‘SEND DOCUMENT FOR SIGNING’ dialog.
Then press ‘NEXT’ and enter the signer’s email address. To send the template out for signing click on ‘SEND FOR SIGNING’ and enter a name for the document that will be created as the template’s copy. You can always open the template again to change the position or size of the fields, or to add new fields. You will then be redirected to your list of templates. When you are finished adding fields, just click on the ‘DONE’ button to save the changes. Here is how the document looks with a signature and text fields. You can also add other types of fields to your document by selecting them in the ‘ADD FIELDS’ block.
#How to create an electronic signature template for mass use update#
If you click on the field, the field properties dialog box will pop up again allowing you to update the field’s settings. You can resize the field and position it wherever you like. A new signature field will then appear in your document. Click on ‘ADD FIELD’ when you are finished. In this dialog box you can change your field’s settings, add a new signer, or rename an existing signer. The field properties dialog box will pop up. Then click in the document where you would like to place the field. To do this, click on the ‘SIGNATURE FIELD’ button. To specify where the signer should place the signature, we will add a signature field to the template. In our tutorial, we assume that you want to invite one person to sign the document and enter some text in the specified fields. If you skip it, the signers will be free to choose where to sign the document or enter texts. You have the option of specifying where signers should place their signatures or enter texts.
#How to create an electronic signature template for mass use how to#
To do this, click on the document, and type, draw or upload your signature in the dialog box that pops up.įor more information on how to do this, please see our tutorial How to Create Electronic Signature.
You can now add your signature to the template, which means that you will not need to add it every time you send the template out to be signed. To do this, click on the ‘OPEN’ button or on the template image to open the template. You can now make changes to your template, such as adding your signature, or specifying where the recipients should place their signatures or enter texts. To create a template from your form, click on the ‘UPLOAD TEMPLATE’ button and choose your file. You will see your template list, which is empty at the moment. To do this, click on the link ‘Templates’. To upload your file as a template, you should first switch to the list of templates. After signing up or logging in, you will see the list of documents.
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