How to create and use templates for eSignature

Use templates to send documents that require signatures to clients faster and with less effort.

Uploading a template allows you to reuse the same template for multiple documents instead of creating a new one from scratch each time. Recipients will then complete and sign any fields you have selected with eSignature.

Note: To upload your document template, you will need to have it saved as a PDF.

1. From the dashboard, click eSignatures
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2. Click Templates
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3. Click Create new template
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4. Enter a name for the template under Template name.
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5. Under Template, upload the PDF of your document.
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6. Under Next Steps, confirm what the visitor should see or do after they have signed the document with eSignature.
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7. Click Generate template. Your template will be generated in a few seconds.
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8. Using the interface on the right side, click the green box for fields you (the sender) should complete. Drag the fields you need to fill in and sign onto the document. Then click the blue box for the fields the recipient should complete, and drag the fields they need to fill in and sign onto the document. To undo something, use the keyboard shortcut Command+Z (for Apple devices) or Control+Z (for Windows devices).
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9. When done adding fields, click Save.

Use a template

1. From the dashboard, click eSignatures
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2. Click Templates
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3. Find the template you want to use, and under the Actions column, click the three dots •••, and select Create document.
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4. Edit the Document name (the name will default to “New document (Template name)”). The name will appear in the email your client receives, so you can edit it to personalize it, such as by including the client’s name.
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5. Click Add a recipient to add the recipient’s email address.
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6. Click Regenerate document.
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7. Click Send.

The document will display in your eSignatures dashboard with the status of “Sent”

After sending the document, both you and the other party will receive emails from Xodo Sign (formerly Eversign), our trusted eSignature provider, linking to the document for you and the other party to sign.

You will receive email notifications when the other party opens the document and signs it.

Once the document is signed by both parties, you will both receive an email with a PDF of the signed document, and the document’s status will change to “Signed”.