The templates module provides the list of document templates and you can edit the templates as per your necessities.
To edit a Template/ Document Template:
- Navigate to: Templates Module (on your left menu bar).
- Search for the document template for which you would want to edit.
- Click on Edit (option under the Actions column). A new page opens up.
- Select the Signee (from left panel of the screen) for whom data fields need to be defined now.
- Drag and drop the Data Fields (from Fields section of the left panel) to the document. ( Click here for more details on Data Fields)
- Select another signee (if you want multiple people to sign the same document) and add relevant fields as mentioned above.
- Repeat the process as required.
- To differentiate between data fields of different Signees, they will be highlighted in different colors.
- Click on Save button in left panel to save your changes.
- Once done, click on Close button to return to Templates screen.