1. After adding your document and recipients to your e-signature transaction, you are directed to the Prepare page where you can drag and drop your signature blocks and data fields to your document. In this example, we will be sending a multi-page NDA document to Tamara Smith.
2. So you don’t have to place the signature fields and data fields in this document again the next time you use it, you have the option to save the placement of the signature blocks as a layout. At the top right-hand side select Save Layout. The Save Layout dialog box will appear. Enter a description for your layout. You also have the option to share the layout with others in your organization. Click Save.