How to send a Signature request with a Template (NEW)

In this guide, you will learn how to use a Template to send a signature request; this workflow will help you save a lot of time as you will only need to upload the file and place the fields once.

Here are the steps:

1. Log in to Signaturely and go to the Sign section

   

2. Choose the Template from the Drop down menu.  (Learn how to create templates here)

   

3. Assing the signers on their corresponding role and click Send the Document
4. In the Final step, verify the Document title and optional Message is set up as requested. 
5. Click Send a Document to Sign

The previous steps will help you send a Signature request with a template; if you are interested in how to get the most from the templates, learn more here.