Use a Template

Start the Document#

1. 1In the sidebar, open Templates → "Manage templates".
2. 2Find the template and select "Use".
3. 3SigningUS creates a new document using the template's file, fields, and settings, then opens it.

Attach a Signer to Every Role#

Each role in the recipients list must be assigned to a person. Select the attach icon beside a role, then choose someone from your contacts or add a new contact. The person is assigned to every field associated with that role, which is shown in the role's colour.

• Roles that already have a contact attached in the template are filled in automatically. You can change them if needed.
• You can adjust the fields on the new document without affecting the original template.
• Once every role has a signer, send the document as you would any other signature request.