1. From the Dashboard, select Templates in the top navigation bar.
2. Click the New Template button.
3. In the dialog box, give your template a name. Click Create.
4. Add the document you frequently send out for e-signature (i.e.: NDA, mortgage renewal,employee contract, etc.)
5. Next, define template roles. These are placeholders that you will designate to actual signers when it’s time to use the template. In this example, we will name the placeholder field Signer 1. Click Next.
6. Drag and drop your signature blocks and data fields to your document. Click Done. You have successfully created a template.