A new feature has been added that allows users to preview eSignature documents within templates before initiating the eSign process.
Use Case: A user, when preparing to send an eSignature document, can now easily preview the document within a template and make necessary field additions or adjustments, ensuring document accuracy and completeness
Navigation:
- Access the eSignature module.
- Select the “Templates” option from the menu.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/09/05143409/image1-8.png)
3.Locate the template you wish to use and click on it.
4.In the Actions menu represented by three dots, click on “Use this template”.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/09/05143408/image2-8.png)
Note: Once you’ve selected the template, you will have the option to add fields and preview the template content before proceeding with the eSigning process.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/09/05143406/image3-8.png)