How Do I Build a Template in WeSignature?

Building a template in WeSignature allows you to streamline your document signing process by pre-mapping signature fields on frequently used documents. Follow these steps to create a template:

1. Access the Templates Section

• Log into WeSignature.
• Click on "Templates" in the navigation bar.

2. Upload Your Document(s)

• On the Templates tab, upload your document(s) by dragging files into the large white rectangle or clicking to browse your files.
• You can create a template for:
  • A single document (e.g., a standard contract).
  • Multiple documents (if you frequently send them together as a single request).

3. Set Up Signers

• Click "Get Started" after uploading your document(s).
• Indicate whether you need to sign the document.
• Specify how many other signers are required.
• Click "Add Signer" to add multiple recipients if needed.
• Click "Continue" to proceed.

4. Add Signature Fields

• Your document(s) will now be displayed.
• Drag and drop the required fields (e.g., signature, date, name, initials) onto the document in the appropriate spots.

5. Save Your Template

• Give your template a name to easily find it later.
• Click "Save My Template" (blue button) to finalize and store it.

Your template is now ready to use, making it easier to send frequently used documents without needing to re-add signature fields each time!