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Digi sign reservation template for gala

the following video demonstrates how to create templates of the dhobi sign a non integrated way to capture signatures for your alert ez Pro system the first step to creating templates is to email yourself any contract from alert this will provide the backbone for the contract determining where the signatures will land on the page it will also provide the legal page used with each contract that you send save the attachments from your email somewhere accessible you only need them once next login to your Adobe sign account once logged in click manage then templates to begin creating a new template we will start with the legal page choose add files Goethe recently saved PDF the type will be both because the same PDF will be used each time you send your contract you will now see a preview of your PDF if signature areas exist adobe may find them automatically my legal page doesn't actually have a place for a signature but I'm going to add one anyway you can add many different types of fields but they all have to be filled in when the customer signs the document right click on a field to edit or delete or choose reset fields to start over click Save when done we will now create the overlay for the contract the steps will be very similar that the type will be reusable form field layer because we're really just mapping where the signature will land on the page in this example Adobe has found many fields that I believe should have a signature but none of them are correct I'm going to delete all of these fields and add my own you a signature and maybe some initials for the backside this is totally up to you once the templates are complete it's a good idea to review some of the settings available with the dhobi sign before sending documents I will point out some of the highlights here click on account personal preferences and my notifications to manage win notifications are sent when documents are sent viewed signed and so on share my account will allow you to set up additional logins under account settings global settings you can decide if you want a copy of the PDF set your time zone or send a copy of all signed contracts to a separate email account setup will allow you to add a company logo I chose drawing a handwritten signature only but you have many other options available under signature preferences you can even specify a mess show the signer or include links to social media you