Use a template

Once a template is finalized and active, you can use it create your Word or eSign documents in seconds.

To use a template:

• Click on Templates in the main menu
• In the Templates dashboard, click on the Active tab, then click on the template you wish to use.

note

• Using a Word template will create a Word document.
• Using an eSign template will create an eSign document.

• The template will open up in the document or eSign editor depending on the type of template it is.
• Click on the Use template button at the bottom right corner of the editor.
• A new Word or eSign document will be created that you can now edit and send for approvals or eSignatures.

Alternatively:

• In the Templates dashboard, click on the alongside the template listing
• Click on Use this template
• A new Word or eSign document will be created that you can now edit and send for approvals or eSignatures.