Decline eSigning Template with airSlate SignNow

Decline sign template

so to create a template in DocuSign for us to use over and over you have to sign in to dr. sign and from there you click templates and then if if we're going to create a new one we come over to new and say create template we can then give it a title and this will be the Emergency Center peer review and then we need to upload a document you can upload it from your computer or you can upload it from the cloud and since we have everything in box we can go there and the one that we want is in templates and credentialing and here it is Tec peer review so we add that one in if there are multiple documents you can add several to create a combined template but we're going to only use this one for now and then you click Next well I'm sorry before that we need to add recipients and so we're going to call this role peer reviewer and it can be whatever role that you think is appropriate to be applicant peer reviewer 360 billing anything along those lines if we leave the name and email blank we can fill those in when we send it and then needs to sign us here we've got a second recipient alcohol is cringe Lane we're going to put in CHEM actor so she will receive a copy so when this is done she will get an email that this has been completed so now we've added our recipients we can add our message sign please come please attached here we go and then next so here's the word document that we uploaded and if we're going to create places where they can fill in this is very easy so applicant name obviously that's a name so we'll take the name field it'll drag it up the evaluator is also a name field so we'll take that and drop another name field here title since it's not a name is just text wide text same with specialty I won't give you on the applicant and now it can just be a text we can increase the size of it by dragging this corner would you like that we contact you directly let's make this a yes/no drop-down so we'll click drop down put that here under the first option yes under the second option no now let's reverse that sorry let's make this yes and this one though now we need a contact phone number so that will also be text here's another do you feel the applicant represents values let's make that a drop-down but there are also options for radio button checklist attachments notes approving decline and then that you do custom fields important list I'm going to keep it simple though I will just do another drop-down this one will first be s and then no would you allow this alphabet to care for your family and then creating another drop-down which I can do I can just highlight this one I can click copy and then if I click paste it appears here and I can move it do you feel the up gun has adequate medical knowledge this order yes no since it's already copied I'm just going to paste another one and then here's a final one that's a yes knows well paste one more alright those we're all set now we need to get a signature so we just grab the signature field and then here is a date signed or put that over here on the date now our word document is set for being completed we say save and close there we go so what do we want to use it all we have to do is click use and we type the name of the peer reviewer and that person's email and it is out the door easy as that