How to prepare a Template

To create a Template:

1. Upload a PDF or Word file by clicking the Documents icon

2. Use the Upload PDF icon to upload a PDF

   OR

3. Use the Upload File icon to upload a Word document

4. Using the Edit page, prepare the template by dragging and dropping a signature field, and any others, for your recipient(s) to complete.

5. When you have added all the fields you need, click the green banner to proceed to sending. Or leave the template and send it later from the Send page

Individual fields can be prepared by selecting them and choosing settings:

1. Labels to help identify fields.

2. Field type to choose what type of information can be added eg: text, numbers, drop down menu items.

3. Field Order to ensure recipients complete fields in a specific order

4. Forms Logic, a smart feature that helps signers complete fields in ways you can specify. There is a guide available here.