1. Let’s say you need to send out 2 multi-paged documents to a client for e-signature. In this example, we’ve added an NDA and a Mortgage Renewal document to the transaction. Next, we’ll add the required recipients to the transaction. Click Next.
2. You’ve added two different documents to a transaction. Instead of applying several signature blocks and data fields in the NDA and Mortgage Renewal forms, you can simply apply a layout you previously created for each type of document. At the top right-hand side, select Apply Layout.
3. To start, let’s apply a layout for the NDA document in the transaction. In the Apply Layout dialog box, select the NDA layout, and apply it to your document.
4. The NDA layout is now applied to your document.
5. Next, let’s apply a layout to the Mortgage Renewal document. Once again, select the Apply Layout icon. We already created a layout for a Mortgage Renewal form. In the Apply Layout dialog box, select the Mortgage Renewal layout, and apply it to your document.
6. With a couple of clicks, your multi-page documents now include all the necessary signature blocks and data fields – in all the right places. With layouts, we help you accelerate the process of sending your e-signature transactions by avoiding the inconvenience of dragging and dropping a number of signature fields and data fields in your multi-page documents.