Unlock the Power of Digital Signature Licitness for Templates

How to eSign a document: digital signature licitness for templates

[Music] do you have commonly used documents like sales agreements hiring documents and social media policies you can have them converted into templates with a few clicks by using templates to automate your signature workflow you will be able to speed up the envelope creation process and reduce the risk of Errors like placing the wrong sign of Feld all right now let me walk you through how to create a template in s sign depending on the permission set you would be able to create and manage templates from your Zite dashboard click templates on the left navigation pane click create template upload the [Music] document enter the template name details of the recipient and assign roles to them please ensure that either the RO field or the email field is defined click continue to proceed to the document viewer alternatively click save and close if you wish to save the document for later use in the recipients pain selecting pre-fill by you allows you to pre-fill text on the document as the owner before sending it out for [Music] signature once all the fields are added click save and that's how you can create a template which can be used by everyone in your organization from your zign dashboard click templates on the left navigation pane select the template template enter the recipient details you can also add bulk recipients click continue to proceed to the document viewer alternatively you can click quick [Music] send once you are in the document viewer window you can add additional sign up Fields if needed once done click Send and that's how you send a template out for Signature I hope you found this video helpful watch out this space to learn more about Z science features if you have any queries you can always drop them in the comment section below or feel free to drop us an email thank you for watching this video see you [Music] soon