Templates and e-signing

Step 1: write a template

1. Press Admin, then Templates.
2. Give it a name and a type (contract, letter, reference, policy or other).
3. Write the text. Type {{name}} where the person’s name goes and {{date}} for today’s date.
4. Press Save template.

Press Edit on a saved template to change it, and New to start a fresh one. Delete asks first.

Step 2: send it to be signed

1. Open the person’s record (Admin → People, or their page in My Team).
2. Scroll to For signature at the bottom.
3. Choose a template. The title and text fill in, with their name and today’s date. You can still edit the text.
4. Press Send to ….

What the signer sees

The signed PDF shows their typed name, the time and their internet address, and carries a tamper check. It is filed in their Documents, and the status changes to signed.

If something goes wrong

• “Saved, but the email failed to send”: the request exists but no email went. Report it.
• “This person has no email on file”: they cannot be sent anything until their record has an email.
• They say the link has expired: links last 30 days. Send it again.
• A typo in a sent document: you cannot edit it. Send a corrected one.

If the page says Something went wrong or a red Error: message appears, nothing has been saved. Reload the page and try once more. If it happens again, press Report a problem and copy the message into it.