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E signature insertion order template

save an e-sign template to avoid adding the signature boxes or other fields each time you send a signature request you may even use the template with a new file each time but re-use the signature boxes and other settings such as reminders to create a template log into your insiro account and start an e-sign request by clicking e-sign click browse and upload then select the file that will be used if you'll be using a different file each time with the template then select a file that will let you see where to insert the signature boxes and other fields click on signature then click where you want to insert the signature box you'll get a pop-up to add the signer details type in a value for role such as new client or taxpayer you may move or resize the box if needed insert any other boxes that you need to for instance i'll add the signature box for another signer the document may have multiple signers to assign the signature box to another signer click inside it and then click change assigned now click add new and add another role such as spouse click the new entry that we just added when you've inserted all required fields click next add an email subject if you want to enable access codes you may configure reminders and other settings now click save template add a name for the template that will remind you as to what it's for you may add a description but it's optional if you'll be using the template with a different file each time then turn off include file now click save that's it to use the template click e-sign the template will be available for use click on the template since we selected not to include the file it's asking us to select a new file let's do that we see that the signature boxes are already present click next configurations such as the email subject and reminders are also present all we need to do is add the email addresses for the signers and send