How do I create a reusable template?

Create a template from a PDF, place fields for roles, and save it for reuse.

Steps#

1. Open Templates and select Create Template.
2. Use Browse files to select a PDF and enter a Template title.
3. Select Next: place fields. Check Role (the default is Signer 1), then select Signature.
4. Click the PDF where the field belongs. Check that it appears under Placed fields for the intended role.
5. Select Next: save, review the template and select Save template.

Screenshots#