A signature template is the document people sign, with the boxes already placed. Open Digital Signatures, then Signature Template.

You use the template on a signature request, a signature envelope, or an onboarding document whose capture is Signature.

Create the template

1. Choose New Signature Template.
2. Under Details, enter Title and Document Type: Offer Letter, Employment Contract, NDA, Policy Acknowledgment, or Other. Leave Is Active checked.
3. Under Document Source, set Template Type to PDF Upload or HTML Template.
4. For PDF Upload, open PDF Document and drop the file on Upload PDF document, or click to browse. Only a PDF is accepted, and the limit is 25MB. You should see the file name and Local preview — will upload when you save. Replace picks a different file.
5. For HTML Template, write the letter under Letter Content. Click a placeholder to copy it: applicant name, position, salary, start date, company name, or today’s date. You should see Copied!.
6. Choose Create Signature Template. You should see the title and status Active.

Place the fields

Under Signature Placement, add at least one field:

• Add Signature Field
• Add Date Field
• Add Initials Field
• Add Number Field
• Add Text Field

Each dialog is titled Add plus the field type. Set Field Name and Required for signer (Yes or No), then Add.

On a PDF, also set Signer role to Employee or Company. The helper text says the employee completes most fields, and Company is for a countersignature. Drag the box on the page. The list Signature Fields shows the type, page, and role. Use Edit field to open Field properties, or Remove field to delete a box.

On an HTML letter, the list is Signing fields. The note says to use the sliders icon to edit field properties.

When a PDF is selected, Import PDF fields can read boxes that are already in the file. You should see Imported and a count, or All PDF fields already imported. If the file has none, you see No fillable PDF fields found.

Settings

• Expiry Days is how many days the signing link stays open. The helper text says this is when the signature request expires. The starting value is 7.
• Reminder Days is how many days before expiry to send a reminder. The starting value is 2.
• Send Copy to Signer sends the person a copy.
• Require Consent Checkbox makes the signer check I agree to sign this document electronically before submit.

Choose Save. You should see Changes saved.

Send the template to employees

On a saved template, Send to employees opens a dialog with that title.

1. Turn on All active employees, or pick names under Employees.
2. Set Language.
3. Choose Send.

You should see Sent and a count of signature requests. Each person gets their own link. Cancel leaves the template as it was.

If it fails

• Title is required blocks the save.
• Add at least one signing field blocks a template that has no boxes.
• Upload a PDF document for PDF templates or Only PDF files are supported means the PDF is missing or is not a PDF.
• Letter content is required for HTML templates means the letter is empty.
• Error loading PDF means the file did not open as a valid PDF. Replace it and save again.
• Failed to import PDF fields means the import did not add boxes. Place them with Add Signature Field instead.
• If the page says the template was not found, sign in with the employer account that owns it.
• Could not send to employees means no signature requests were created. Check that the template is saved, active, and has a field for each signer role you are sending.

Next

Ask one person to sign with a signature request, or several people with a signature envelope.