Templates, contacts and your signatures

Purpose

Reuse templates and keep sending, pending items and personal history separate.

Before you start#

• Prepare and send documents for signature

Step by step#

1. 1

   Open Signature Templates and prepare/edit the template with the available options.

2. 2

   Check signer fields and roles before reusing them in a new document.

3. 3

   In Contacts, keep real data for recurring signers.

4. 4

   Review module Permissions for who creates, views or tracks documents.

5. 5

   Use For me to sign / My pending for your own signature and My signed to check history.

6. 6

   Check the Trash and restore actions when authorized; do not resend a duplicate document to replace a deletion without checking the original.