If you need to combine multiple templates into one document, check the “Use multiple templates” checkbox. Just confirm the creation of a New Document and you will be redirected to the Editor page to prepare for signatures.
After you click on the Use Template button, you’ll be prompted with the following message. Go to the Templates page from the Dashboard and then click the Use Template button to the right. Where you clicked More>Save File, instead click the Use Template button or From the Editor page where you were setting up the template. 
There are two ways to use a template you’ve created. You’ve now finished creating the first of many electronic signature templates! For all your commonly used documents, try creating templates to save time! Using Electronic Signature Templates When you’re finished, you can close the window or go back to the Dashboard. Select the Save File option to make sure all your changes are saved.
Once you’re done tagging, click on the More option in the top right next to the Use Template button. Continue through the rest of the template document. Finally, drag and drop Tags from the left and assign the tags to the correct roles by using the drop-down menu after selecting the tag. This will become the default settings for your template, so whenever you use it, the document will have those settings as well. Once you’ve created the roles for your template, go to the Settings in the top left and edit any email messages or notifications settings you want. Add a signing order if you want to sequence your signers. Instead, create roles so you know whose name and email goes where, such as Client, Supervisor, or CEO. That will be added when you use the Template. Since this is a template, you will not be specifying the signer’s name and email like you did with a document. Click on Edit in the Recipients section to edit the Roles of your signers. Begin by using the Add Files button in the middle to upload the document you wish to use for making the Template. First, is that you are taken directly to the Editor page, unlike a document, where you start on the Upload page. When prompted, click on the Regular Template icon.Ĭreating a template is the same as creating a Document, but there are few things to keep in mind. To create a template, click +New and then New Template. #How to create an electronic signature template for mass use how to#
Then with just a few clicks, you can easily send pre-prepared documents out to your signers whenever you need it! Here’s a step-by-step breakdown of how to create and use a template. Signority’s electronic signature Templates can save you a great deal of time with frequently-used documents.
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