To add a template:

1. Go to Templates.
2. Click “Add template.”
3. Upload document(s). Learn more here.
4. Add signing role(s). Learn more here.
5. Add field(s) to your document(s). Learn more here.
6. Edit field attributes as applicable. Learn more here.
7. Enable forms or checklists as desired. Learn more about forms here and checklists here.
8. Preview your template. Learn more here.
9. Review and activate your template. Learn more here.