Importing an Existing Template to Create a Signing Task

You can easily import these templates to create a new signing request, without having to start from scratch with each new task. 

 

*Template is a premium feature, available for DottedSign Pro and above. Subscribe with a 14-day FREE trial and create your templates right away. 

 

You can access this feature using the following steps:

 

1. Click Create New Task.image3.png

2. Go to Get Signatures.image2.png

3. Click Import Template. If you haven't created one, please go to Settings to create a new template.image1.png

4. You should now see all of your existing templates. Choose the template you want, and click Continue.image4.png

5. The fields are pre-made, just type in the according email account for the signer(s), and click Continue.image5.png

6. Now you can keep assigning the fields to signers and finish advanced task settings.

 

[Video Tutorial]

 

 

Updated