Creating eSignature Templates

How to create a template for eSignatures

Chelsie Pettit avatar
Written by Chelsie Pettit
Updated over a week ago

Create templates for single documents or packages of documents that you need to get signed often. These templates are easy to create and can be updated to meet your ever-changing process.

To create an eSignature template, navigate to Settings | eSignature Templates

Build out templates for the most commonly requested forms so when you are ready, you can choose a template and send away!

Here you can add your document(s), a title for the template, a description, roles who need to sign, enforcing signing order, who you want to cc, and if you'd like, a message to the signees. To create a package of documents requiring a signature, you can simply select or drag multiple documents at a time.

After you have selected your template information, you will then be able to pre-put in where the signatures and dates will go. If you have chosen to create a package of documents, you can scroll down to add signatures and dates to each document.

To send an eSignature request using a template, navigate to a contact record and select create eSignature request.

You will then see the esig templates you created available for selection.

e-sig esig e sig request signature on documents

What's Next?

With your e-sig templates created, now you can quickly request signatures at the click of a button!

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