Using A Template
To use any template created before, the user must go to the endorse page then click Use template which launches a simple 3-step create template workflow, then:
Upload a template that was previously created (see Creating A Template). This will load the document(s) that was used to set up the template, the categories that were created for each type of recipient, the title, and the message associated with the template if any.
In step two, the user assigns an email address, a name, and a role to each recipient classification that was loaded. If the user desires, and he/she has the appropriate plan, he/she can also request signer attachments, and the password protects the signature request at this stage.
In the final step, the user can edit the title and the message if any is present or leave them as is. The user then sends the request to each recipient.