Use the 'add template to envelope' feature to alleviate the burden of repetitive document preparation tasks.
Watch our tutorial video to see how to add your existing templates to an envelope.
Click ‘Get Started’ to begin the process of adding your template to the envelope.
From the drop down options shown, click ‘Template’ where you can choose from your saved templates.
Choose the template you wish to add to your envelope.
Here you will be taken through the usual signing process. Enter the recipients details, envelope title, subject and email content then click ‘Continue’.
Our Business and Enterprise plans allow you to add up to 10 templates per envelope.
Yes. When you sign up to eSign, you will have access to 5 pre built templates, such as Graphic Design Proposals, Tenancy Agreements and Business Contract Proposals.
If you sign up for a Personal plan, you will have access to 5 pre-built templates, however you will not have the ability to create your own.
Yes, you can create templates with a Standard plan. However, to combine templates in one envelope, you must upgrade to either Business or Enterprise.
