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ESign reusable templates

in this video we're going to cover how to quickly create and send a reusable document as a template templates are used to quickly send documents that you use over and over again and the form always stays the same the only thing that changes is the data collected and of course the signatures starting from the homepage we're going to choose one of several options for uploading your file as a reusable template you can choose to upload from your PC by clicking here drag and drop a file to this section or even upload from four of the most popular cloud storage solutions like Google Drive and Dropbox today we'll be uploading from computer by clicking here next simply choose the file and it will load in seconds the first step is to see how many parties we need on this document we can use as many as we want click add party as many times as necessary for each signer you need to fill out and/or sign the document this document only needs one signer so we keep just one party simply click the X beside the party name to remove them if you add too many now party 1 is highlighted so each field I pull from the left will automatically be assigned to that party as you can see here you can also easily reassign a field to another party by clicking on the field and reassigning the party here on the left hand side you will see your toolbox the signature fields are pre-populated fields and the data entry fields require input from a signer advanced fields allow you to add secured fields for sensitive data and attachment fields for files and photos you can also click more actions at the top right to change options and even replace your old form with a new file without losing all of your hard work to save time let's pull up a completed version and send that one I'm going to click here at the top left to go to my save templates and select the template to edit by clicking here and now we can edit and/or send the template quickly here you'll see I've added a signer name field a date field checkboxes a text field signature field and a date signed field this form is ready to sin so we'll click on the top right send button here you can enforce signer sequence so that the document is signed in a specific order before the other parties receive it you can also enable in-person signing for someone without an email address or ability to sign electronically authentication level allows you to select SMS authentication to send a text message to a mobile number and allow them to side from their phone tablet or laptop any device with internet and a browser connects se sign genie for signing for a quick example I'll be signing this document myself by clicking add me if we...