How to Edit an EasySign Template

How To Edit an EasySign Template

(See Figure 1 to Figure 4)

To edit a template, perform the following steps:

Figure 1: EasySign Tab

1. Click the EasySign tab (1) and then the Templates option.

        Result:

        The Templates screen appears:

Figure 2: Edit Button

2. Click the Edit button (2) of the desired template.

        Result:

        The Edit template screen appears:

Figure 3: Edit Template Screen

3. Edit the template as needed. When you are finished, click the Save Changes button located under the Edit Documents tab.
4. Wait for the saving process to finish.

        Result:

        The following screen appears:

Figure 4: Saved Changes

5. Select one of the following options:

• Use this template (3) - use the template in a new eSignature request
• Go to Templates screen (4) - navigate to the Templates screen