You can use a template from the template page or while adding a sign request.

To use a template from the template page:

1. Go to Templates.
2. Search for the template you want to use.
3. Hover over the ellipsis (three dots) icon appearing next to the template.
4. Select “Use template.” The link will only appear if the template is active.
5. Enter participant emails and names.
6. Click “Review” to review and send the sign request or, if you are on a mobile device, click the send (paper airplane) icon.
7. Review the sign request name, participants, email subject, email message, and documents.
8. Click “Send.”

To use a template while adding a sign request:

1. Go to Sign Requests.
2. Click “Add sign request.”
3. On the Documents page, select a template from the template drop-down menu appearing below the document upload section. If the template you want to edit is not visible, then the template is not active and must be activated first before it can be used.
4. Click “Save & Next.”
5. Enter participant emails and names.
6. Click “Review” to review and send the sign request or, if you are on a mobile device, click the send (paper airplane) icon.
7. Review the sign request name, participants, email subject, email message, and documents.
8. Click “Send.”