DocEndorse - Create a Template For Reuse

Create A Template

Upload A Document

Add Recipients

Prepare Document

Save Template

STEP 1: Upload A Document

Drag and drop documents to upload them

Upload Merge then Upload Find A Document Edit Template

STEP 2: Add Recipients

Visit settings to change the default actions of the signature request workflow. Please add the different roles that can be assigned to the user when ready

Enable sign order Verify that client has read and understood document

Require Document(s)

This will be me

STEP 3: Prepare Document

Prepared Documents

Select a document and click prepare to demarcate areas that you want to be filled or signed. Any change you make to the recipient has to be saved to the respective document for it to become effective.

STEP 4: Save Template

Please enter a title.

Add an attachment to signature invite (optional)

When sending out a request to sign you can add attachments to the email. For example a cover letter.

Choose