1. From the Dashboard, select New Transaction and enter a name and description.
2. In the Use Template section, you’ll see that the template you recently created is available for use. Select the desired template and then click Create.
3. Your template is pre-populated with your frequently used document, recipient placeholders and signature and data capture fields. To add recipients, switch the Placeholder to Recipient and enter the details of the recipient who
4. From the Document panel, toggle through your documents to verify the areas the recipients need to sign. Your transaction is now ready to send. Click Send to Sign to distribute your document for signing.
