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Open Or Edit Fields On iPhone/iPad

Open or Edit Fields Permalink To create a copy from the template (for an in-person signing, for example), tap on it and select the Open option. From there you can add fields and permanent text and signatures to the master template and upon clicking the checkmark to...

Name Templates On iPhone/iPad

Name Templates Permalink Give your template a name. You will be able to rename individual documents that are created from your template as...

Make Templates On iPhone/iPad

Make Templates Permalink Our Templates feature allows you to turn an uploaded document into a template so that you can send a fresh copy of your most commonly used forms out to new signers. Upload the document that you want to make a template, then tap the document...