How to send a signature request using a template

Once you create a template, you can use it to send signature requests.

To send a signature request using a template:

Sign in to hellosign.com.
Click Templates in the left sidebar.
Click Use template next to the template you’d like to use.
Upload any additional documents, or just click Next.
Add names and email addresses to each signer role.
- Note: If you’re on a Premium plan, you have access to variable signing which allows you to leave any signer roles you don’t need blank.
Click Next.
Under Message to signers, add a document title and message.
Click Send for signature.