How to create an e-signature template.

Navigate to the

Icon in the top right corner of the account and select E-Signature Templates from the drop-down.

Click Create Template.

A pop-up window will appear.

Fill out the information in the pop-up window.

Click Next.

Select the signing order and click Next. The window will close.

Click the drop-down arrow in line with the template and select Edit Template.

Add signatures, initials, etc. as desired.

Click Continue.

The template is now ready to send.

NOTE: This can only be done by a firm administrator or a user with the E-Signature Templates Page Access advanced permission.