Importing an Existing Template to Create a Signing Task

Gina

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

You can access this feature using the following steps:

1. Click Create New Task.

2. Go to Get Signatures.

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

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

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

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