Create an E-Signature Template

How to create an e-signature template.

• Navigate to the  Icon in the top right corner of the account and select E-Signature Templates from the drop-down.

• Click Create Template.

• A pop-up window will appear.
• Fill out the information in the pop-up window.
• Click Next.

• Select the signing order and click Next. The window will close. 

• Click the drop-down arrow in line with the template and select Edit Template.

• Add signatures, initials, etc. as desired. 
• Click Continue.
• The template is now ready to send. 
• NOTE: This can only be done by a firm administrator or a user with the E-Signature Templates Page Access advanced permission.