How to create a template

1. To create a template, log into your HelloSign account and click on 'Create template' in the left side navigation bar. Select the 'Create Template' option on the left.

2. Upload the document you'll be using as a template and click Next.

3. Create the necessary signing roles if only one person needs to sign, then that is one role. Click +Add another role to add additional signers.

4. Once you get to the next step, this will open the editor you can use to set up the form. Select the text, date, signature, or check box along the left side of the page, and then click wherever you want that field to be placed on the form. You can drag the field around to reposition it.

If you need to fill in certain variable fields each time you use the template, you can do so with our merge fields feature or 'Sender' option when choosing who will fill out this field.

5. Once you're finished, you can save the document, give it a title and click 'Save template'.

Whenever you need to use the template, click on 'Documents' in the left navigation and click Templates to see all of your templates. Click the down arrow to the right of the template you want to use, and select 'Use template.'

We also have a great blog post that further details template features: How to use HelloSign templates