PDF eSigning Templates

PDF eSigning template is the most commonly used type of template in Circularo.

Any PDF document can be saved as a template, along with the definition of signature and fillable fields, participant roles, and even individual recipients.

Already pre-prepared PDF templates (i.e PDF documents that already contain embedded fields) can also be used. Circularo will recognize the fields automatically and replace them with their Circularo equivalents. 

Creating PDF eSigning templates

The creation of PDF templates is described in the chapter Creating Templates, and contains descriptions of creating a template from scratch. or by using an already existing document.

Using PDF eSigning templates

How to use templates, whether by duplicating the current file, or uploading a new file to the template, is described in the chapter Using Templates. It also contains a guide on how to use templates for bulk signing of a document.