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Create A Template

Upload A Document
Add Recipients
Prepare Document
Save Template
STEP 1: Upload A Document
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


STEP 3: Prepare Document
Prepared Documents

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.