Quickly prepare signature requests with eSignature Templates. Eliminate redundant setup time by preparing a document once and using it over and over. Perfect for waivers, authorizations and other standard forms or documents that you send regularly. Once a template is created, simply fill in the signer(s) information, preview and send the eSignature request. Customize the template for each use by populating the document with data stored in MyCase using case and contact merge fields or have the document sender/preparer fill in text fields. No need to drop in fields again, all the formatting and signer assignments are saved in the template.
How it Works
Create an eSignature Template
In order to create an eSignature template, please mouse over the Documents tab and select the eSignature Templates subtab below. Then, select Add Template from the upper right hand corner of the page. Anyone with the permissions to add & edit documents can create eSignature Templates.
You may also turn any existing eSignature request into a template by clicking "Save as Template" from the more menu (three dot icon) in a list of documents.
Setup the Template
After selecting "Save as Template," you will need to setup the template. First, you will be asked to name the template. Then, create and label signers and countersigners to be assigned later on when utilizing the template. Examples of signer labels include Client, Client 1, Husband, Wife, etc.
Next, add fields to the template and assign to signers or to the preparer. All fields normally available in eSignature requests are available in the templates as well. This includes signature, initials, date, merge fields, and text fields. Information you want filled in before the request is sent out to signers can be added as text fields or merge fields. If the data is not stored in MyCase, you can insert text fields and assign them to the preparer (the person preparing and sending the eSignature request).
Merge fields will automatically populate data stored in MyCase as standard or custom case and contact fields. You will associate contact fields to a specific signer or other contact linked to the case when previewing the document before sending it to signers.
Manage Templates
Anyone with permission to view documents can see all eSignature Templates. Saved templates can be edited by anyone with permission to add & edit documents. This includes the ability to add, edit, or delete signer labels and/or text fields. To edit a template, navigate to the main Documents tab and select Templates from within. Then toggle to eSignature within the Templates page. Finally, click the pencil icon on the right hand side of the template's line to edit it.
Send Signature Request from a Template
Use the template over and over to create signature requests. Click the "Add" button from the document list in a case or a lead and select "eSignature Request from Template." There is no need to upload a new document!
Choose the template you would like to use, and move on to the next step: saving the document.
Fill out the document information, and move on to setting the signers.
Set signer labels by entering their name and email addresses.
Finally, you may preview and customize the document before sending. Add or delete fields, and change the signer assignment if needed. Fields that are assigned to the preparer must be pre-filled to customize the template for each use. If your document has contact merge fields, you will need to assign those fields to a signer or other contact linked to the case during this step.
Lastly, send the eSignature request by selecting Send Now!