How to Add a Template to an Envelope

Use the 'add template to envelope' feature to alleviate the burden of repetitive document preparation tasks.

Resources for Help Centre and How to Guides

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.

watch esign video tutorial

Step 1

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

step 1 get started

Step 2

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

step 2 click template

Step 3

Choose the template you wish to add to your envelope.

step 3 saved templates

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’.

step 4 usual signing process

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.

Contact eSign

For any support or further help please contact us and one of our expert team will be happy to help.
Speak to an Expert

Accreditations & Awards

Crown Commerical Provider
cyber essentials plus
ISO 9001 Quality Management
ISO 27001 Information Security Management
Information Commissioner's Office

Reviews & Security

Capterra User Reviews
G2 Crowd Reviews
Secure Trusted Commerce
Rapid SSL Logo
Select Language