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Introduction
After creating a One Touch Template, you can now use your template to quickly create and prepare One Touch envelopes to be sent to your signees.
Prepare new envelope
Select Prepare new envelope with this template from the Actions menu of your published template
Send for signing via One Touch™
Complete the required fields for your envelope including;
- Uploading additional documents to sign,
- Adding signee details
- Customising your envelop details
- Uploading additional documents sent with the signing email
Click Prepare documents for signing to continue
Add fields
Confirm the existing fields added to the document and add or customise further fields
Click Send for Signing to send your envelope to your nominated signees
Signing Status
After sending your envelope for signing you will be able to monitor the signing status of your sent documents
