Creating E-Sign Templates

How to Create an E-Sign Template:

How to Create a New E-Sign Template:

1. Navigate to the "Settings" section of your Intaker dashboard.

2. Scroll down and beneath the Documents heading click "E-Sign Template(s)."

3. Select "New E-Sign Template."

4. Once you have filled out all of the fields, select "submit for review."

How to Edit an Existing E-Sign Template:

1. Follow the same first two steps from above.

2. Select "edit" next to the document you'd like to update.

3. Here you can make changes to mapped fields.

Caution:

• Preparer fields cannot be changed once a document has been sent.

Pro Tip:

• Mapping is initially done by the Intaker team once you have submitted a document with instructions.
• There can be multiple signers depending on the document type.