Unlock the Power of eSignature Lawfulness for Templates

How to eSign a document: eSignature lawfulness for templates

[Music] this tutorial explains how to use templates to increase your productivity when obtaining signatures from other people if you have a form that you send out for signing over and over again you should make this form a template templates are stored in your account and when you send out a template for signing it gets copied into a new document and the copy is sent to your recipients the template itself will stay intact and ready for reuse after signing up or logging in you will see the list of documents to upload your file as a template you should first switch to the list of templates to do this click on the linked templates you will see your template list which is empty at the moment to create a template from your form click on the upload template button and choose your file it will be uploaded to digi signer you could now make changes to your template such as adding your signature or specifying where the recipient should place their signatures or enter texts to do this click on the Open button or on the template image to open the template the template will appear on the screen to do this click on the document and type draw or upload your signature in the dialog box that pops up for more information on how to do this please see our tutorial how to create electronic signature you have the option of specifying where signers should place their signatures or enter texts please note that this step is optional if you skip it the signers will be free to choose where to sign the document or enter texts in our tutorial we assume that you want to invite one person to sign a document and enter some text in the specified field to specify where the signer should place the signature we will add a signature field to the template to do this click on the signature field button then click in the document where you would like to place the field the field properties dialog box will pop up in this dialog box you can change your field settings add a new signer or rename an existing signer click on add field when you are finished a new signature field will then appear in your doc you could resize the field and position it wherever you like if you click on the field the field properties dialog box will pop up again allowing you to update the field settings you can also add other types of fields to your document by selecting them in the add fields block here is how the document looks with the signature and text fields when you are finished adding fields just click on the done button to save the changes you will then be redirected to your list of templates you can always open the template again to change the position or size of the fields or to add new fields to send the temple at all for signing click on send for signing and enter a name for the document that will be created as the templates copy then press next and enter the signers email address if you need to add customer specific data to your document you can click on the open and edit button and add any required information click on done to save the changes and return back to the sin document for signing dialogue the changes will be added to the templates copy and the template itself will stay intact in the dialog you can also specify your own subject in email text click on the send document button the email with the link to your document will be immediately sent to the signer click on the documents link to switch to the documents list you will now see a new document in the list after The Cider completes your document you and the signer will both receive it via email in your account you will notice that the icon has changed to the green check mark this means that the document was successfully signed the document status will have changed to signed you can always download the completed document from your account using the download button we hope you enjoyed our tutorial if something is unclear or you have any suggestions please don't hesitate to contact us