Adding a Template to an Envelope - User Guide

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.

Send a Document from SharePoint Document Library

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?

Our Business and Enterprise plans allow you to add up to 10 templates per envelope.

Can I create templates with a Personal plan?

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.

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

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.

Can I create templates with a Standard plan?

Yes, you can create templates with a Standard plan. However, to combine templates in one envelope, you must upgrade to either Business or Enterprise.

How to Add a Template to an Envelope