1. To create a template link, log in to your HelloSign account and click on “Template” in the left-hand side navigation bar.
2. Select “Create a link”.
3. Upload the document that you want to use and name the signing role for the link. (If there is more than one signer for the document, you need to create a template instead).
4. Click the “Prepare docs for signing” button. This will open a preview window that you can use to complete the form.
If you need to get the link again, click on 'Documents' in the left bar, then click on 'Template links'. You can then use the search bar to look for a specific template link title. Select the template link you want to use. The side bar will pop out to the right, and the link will be listed there for you to copy.
Team access: if you are on a HelloSign team, you can share a template link with other members by going to the template links menu, clicking the down arrow next to the template link that you would like to share, clicking on “Team access” and entering the email address of your team member: