How to Create an EasySign Template

How To Create a New EasySign Template

The following sections describe how to create a new EasySign template.

Step 1: Access the Template Screen

(See Figure 1 to Figure 3)

To access the Templates screen, 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: Create new template Button

2. Click one of the Create new template buttons (2).

        Result:

        The Create New Template screen appears:

Figure 3: Create New Template Screen

Step 2: Add a Document

(See Figure 4 and Figure 5)

To add a document, perform the following steps:

Figure 4: Adding a Document

1. Provide a template name (must be unique) (3). 
2. Click Upload files (4) and select the desired file.

        Result:

        The document is added:

Figure 5: Added Document

4. Click Next (5).

Step 3: Define Roles

(See Figure 6)

To define roles, perform the following steps:

Figure 6: Define Roles

1. Define the role if the sender (6).
2. Define the role of the first signer (7).
3. If necessary, add additional signers (8) and define their roles.
4. When you are done, click Next (9).

NOTE

Once two or more singers are added the Serial Signing checkbox appears. Checking it means that all recipients receive the document in parallel with no signing order.

Step 4: Edit the Document

(See Figure 7 and Figure 8)

To edit the document, perform the following steps:

Figure 7: Edit Documents

1. Use the Marking fields to define the required fields for providing singer information and signature. For additional information, click here.
2. Click Save template. 
3. Wait for the saving process to finish.

        Result:

        The following screen appears:

Figure 8: Saved Template

4. Select one of the following options:

• Use this template (11) - use the template in a new eSignature request
• Go to Templates screen (12) - navigate to the Templates screen