Adding a Template to an Envelope

Step-by-Step Guide - Add Template to Envelope

We understand that businesses have a multitude of document packs and pro-forma’s. E-Sign lets you avoid unnecessary and repetitive tasks of document preparation with our ‘add template to envelope’ feature.

Watch the Video Tutorial

Watch our tutorial video to see how to add your existing templates to an envelope.

Step 1

Click ‘Get Started’ to begin the process of adding your template to the envelope.

Step 2

From the drop down options shown, click ‘Template’ where you can choose from your saved templates.

Step 3

Choose the template you wish to add to your envelope.

Step 4

Here you will be taken through the usual signing process. Enter the recipients details, envelope title, subject and email content then click ‘Continue’.

Frequently Asked Questions

How many templates can I add to an envelope?

You can add up to 10 templates to an envelope.

Does eSign have pre-built in templates that I can use?

Not currently, however this is on our roadmap to include soon. We will have a range of template contracts and documents, such as Graphic Design Proposals, Tenancy Agreements and Invoices.

How to Add a Template to an Envelope