Templates

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Article Overview

The following article describes EasySign's Templates.

Templates 

(See Figure 1 to Figure 3)

After clicking the Templates option, the Templates screen appears. 

Figure 1: Templates Option

If no templates were previously created, the screen appears with two Create new template buttons (1).

Figure 2: Create new template Button

NOTE
For additional information about creating a new template, click here.

If templates were previously created, they will appear in a list with the following information (3):

  • Name
  • Created By
  • Created On
  • Last Modified
  • Modified By 

Additional actions can be performed on each template (4):

  • Use - for creating a new eSignature request with the template 
NOTE
For additional information about using a template, click here.
  • Edit
NOTE
For additional information about editing a template, click here.
  • Delete

Figure 3: Existing Templates