Using templates

PDF eSigning Templates

After selecting your template, continue by clicking on the Choose template button. On the next page, continue by picking one of these two options:

  • Use Template - Continue with the same document on which you originally based the templated when you first created it.

  • Upload File - Upload a new PDF file that will replace the original content of the template itself. All the other template settings such as signatories or signature fields will be preserved.

Please note that the position of signing fields is fixed so when you are uploading a new PDF document to replace the existing one stored within a PDF eSinging Template, keep that in mind. You might need to adjust the positions of the signature fields manually should the uploaded PDF content be different from the original one.

MS Word Templates

To use a MS Word template, click on Use Template and continue by picking one of these two options:

  • Sign -  The MS Word document will be automatically converted to PDF and you will be taken to the eSigning page.

  • Edit - The document will open in the MS Word online editor where you can edit its content before processing it further.

MS Word Dynamic eSigning Templates

Once MS Word dynamic eSigning templates are created in the system, they behave as  standard MS Word templates. 

The only difference is that the signature and other fillable field placeholders are already present in the MS Word document itself and their positions will adjust accordingly when you update the content of the document.