Adding a Template to a Document

Step 1

Click Templates under Signed Files

 

Step 2

Click Browse or Drag and Drop your file you wish to use as a template

 

Step 3

Drag the signature, name and initials fields onto the template, then click Preview and create

 

Step 4

Click Create

 

Step 5

To use a template, click on the three dots then click Create document

 

Step 6

Finally, give the document a name and enter an email address, then click Preview and create,

You can then manage your document from Files

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