To create an eSignature template, navigate to Settings | E-Signature Templates

Creating templates for frequently used forms allows you to quickly select a pre-configured document and send eSignature requests whenever needed.

Within the template setup, you can upload your document(s), enter a Template Name, add a Description, configure the required Signing Roles, enforce a signing order, add CC Recipients, and customize the message included with the eSignature request.

To create a package containing multiple documents that require signatures, simply select or drag and drop the documents you would like to include.

Note: eSignature templates currently support PDF files only and require a single file upload. If you are creating a template package, combine your documents into a single PDF before uploading.

After entering your template details, you can configure where signatures, dates, and other fields should appear on the document. For document packages, scroll through each document within the template editor to add the required fields to each file.

To send an E-Signature request using a template, navigate to a Contact Record and select Send E-Signature Request.

You can then select the desired E-Signature as well as compose the email the recipient will receive.

Note: CC'd recipients in your E-Signature request emails will also receive detailed notifications including the candidate name and all signing roles when requests are sent and completed. Check out our eSignature updates guide here for more details: Crelate E-Signature Updates - July 2026 (Part 1)

You will also have the ability to resend E-Signature requests by using the option to Resend when viewing your active E-Signature requests:

You can also include an eSignature request as an onboarding requirement within an Onboarding Checklist.

To add eSignature as a checklist action, select the eSignature action type, set Assigned To as the Contact being onboarded, and choose the appropriate eSignature Template.

Note: To allow the employee to immediately access and complete the eSignature request through the portal once it is added to the checklist, enable the Automatically Create and Send eSignature option.

You can easily monitor the status and progress of your eSignature requests through email notifications or directly from the associated Contact Record. Email notifications provide updates throughout the signing process, including when recipients view the request, complete their signature, the request is cancelled, and when all parties have finished signing.

Request details are also available directly within the Contact Record through the logged Activity in the Activity Stream or by accessing the eSignature document from the Documents tab.

After an eSignature request has been sent, you can access the request details directly from the Contact record through either the logged Activity or the associated eSignature document.

When an eSignature request is sent, an activity log is automatically created in the Contact's Activity Stream. Double-click the logged activity to open the attached eSignature document and view the current status and request details.

You can also navigate to the Documents tab on the Contact Record and open the eSignature document to view the request status and track each signer's progress throughout the signing process.

Throughout the signing process, email notifications help keep all parties informed of the progress of the eSignature request.

Signers will receive notifications when action is needed, including a link to access and complete the document.

Once all required parties have completed signing, the Contact will receive confirmation that the document has been fully signed. If an eSignature request is cancelled, the Contact will also receive a notification informing them of the cancellation, and the signing link will no longer be available.

As the sender of the eSignature request, you will receive email notifications throughout the signing process to help you monitor progress and stay informed of important updates. Notifications will be sent when a recipient views the request, each signer completes their signature, the request is cancelled, and when all parties have completed signing the document.

For more detailed information about eSignature notifications and available updates, please refer to our help guide here: Crelate E-Signature Updates - July 2026 (Part 2)