Creating E-Sign Templates
Learn how to create a new e-sign template.
Transcript
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.
![](https://cdn.prod.website-files.com/620ed81c5464deb128b8e911/63fe8773c33d5b25232b8d35_settings.png)
2. Scroll down and beneath the Documents heading click "E-Sign Template(s)."
![](https://cdn.prod.website-files.com/620ed81c5464deb128b8e911/63fe87c6592f017986fd6c3c_e-sign%20template.png)
3. Select "New E-Sign Template."
![](https://cdn.prod.website-files.com/620ed81c5464deb128b8e911/63fe87fc5d15780077a4115f_new%20e-sign%20template.png)
4. Once you have filled out all of the fields, select "submit for review."
![](https://cdn.prod.website-files.com/620ed81c5464deb128b8e911/63fe8830c33d5b412f2b9999_submit%20for%20review.png)
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.
![](https://cdn.prod.website-files.com/620ed81c5464deb128b8e911/63fe88eac33d5b1fa72bb2de_edit.png)
3. Here you can make changes to mapped fields.
![](https://cdn.prod.website-files.com/620ed81c5464deb128b8e911/63fe894ec33d5b48242bbc0b_map%20fields.png)
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.