Set Up Templates

The Set Up Templates feature allows you create new templates in your eDOCSignature system. Templates are documents that contain pre-configured signing elements and can easily be reused in multiple packages. The three available template types (signing templates, reference templates, and requested templates) mirror the three available document types.

You can also search, delete, edit, clone, or transfer ownership of existing templates. Templates of any type can be embedded into your website to create self-service forms for your members.  

• Create Templates
• Search for Templates
• Manage Templates