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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

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.