How can I add templates?

With SIGN.PLUS, you can create templates to make it easier to request signatures for commonly used documents.

Please note that you get:

• 5 templates with the Personal plan
• 10 with the Professional plan
• Unlimited with the Business and Enterprise plans

Follow these steps to create a template:

1. Log in to SIGN.PLUS      
2. Go to the Templates section
3. Click on the grey box with “Click here to upload” or drag and drop the files you would like to frequently send out for signature

4. Place your files in your preferred order. The file on top will be the first part of your document.
5. Click on Proceed.
6. In the Add Recipients section, you can do the following:‍

‍Add Recipient - Add the roles of the people who need to sign or receive a copy of the document.

Add Signing Step – Choose the order in which the multiple signers will receive the document.

7. Click on Next.
8. In the Add fields section, you can select fillable fields from the left-hand editor and drop them anywhere on your document.
9. On the left-hand editor, you can select each recipient and drag the annotations they require filling to your document.
10. Once you have the final version of your document, you can click on Next and you will be redirected to the Review section, where you will be able to choose the email subject and message sent to your signers. You will also be able to choose the document expiration date and the frequency of reminders.
11. Once everything is ready, you can click on Save and you will be able to view and use your newly created template from the Templates section.