Update – Agents may now save eSignature documents with the fields and content as templates.

Use Case – Agents save time and effort since attaching the document and adding fields are one-time activities if the same file has to be sent to multiple customers.

Process –

• Navigate to eSignature

You will view the eSignature List and Templates options. Click on Templates to view existing templates and add new ones.

• Click on Add Template
• Click on Select File and upload the documents and click on Next.

• Add recipient roles and place fields for them into the eSignature document
• Include the Subject line and Message you would like to share with the eSigners and click on Save Template.

• You may Edit and Delete the templates when necessary.

• Click Send as eSignature 

• Enter the contact information and click on Next to send the eSignature documents