How to Setup The Template for e-Signature

Adding E-Signature Fields

To collect esignatures on generated documents, type special double-brace placeholders directly in your Word or PowerPoint document where each field should appear. They will be replaced with interactive signing fields when the document is sent.

Field types:

{{signature_1}} — Signature box for signer 1
{{date_1}} — Date field for signer 1
{{initials_1}} — Initials box for signer 1
{{name_1}} — Name field for signer 1

Multiple signers:

Increment the number to assign fields to different signers:

{{signature_1}} — Signer 1
{{signature_2}} — Signer 2