Create and use an e-sign template
Reuse document preparation while reviewing each new signing request.
On this page
Have the document you are authorized to reuse and decide its signer roles and field positions.
Open Templates
Open Leases & Documents > My templates and choose Create a template.
Prepare the template
Upload or select the document, name the template and review its roles and reusable fields in the preparation view. Save the template and inspect its record.
Use it for a new request
Choose Use for the saved template. Select the lease, or Not tied to a lease, and upload this tenancy’s PDF copy. Choose its category and Continue, then map the actual signers to the required roles.
Review before sending
Check every page, field, name and email in the new signing preparation. Send only after the final review.
Review each reused layout
A saved layout reuses signer roles and field positions. Upload the current PDF each time you use it, then check the actual names and email addresses. Details already entered in this preparation may remain for a matching role, so review the recipient list again before sending.
Inspect every page after applying the layout. A different page size can move fields, and a missing page or signer can leave a field unplaced. Read any warning and fix misplaced or skipped fields. Check that each signer with fields has a required signature or initials field; a date field alone is not enough. Review changed wording and document terms separately from field placement.
Check the result
- The saved template produces a reviewed new request with the intended fields and recipients.
FAQs
Does changing a template update documents already sent?
Do not assume so. Review the existing signing request separately; a template supports preparation of new copies.
Why is a signer field missing or assigned incorrectly?
Check the template roles and the new request’s signer mapping before sending. Resolve field placement in the preparation view rather than asking a signer to improvise.
Does a saved layout reuse the previous resident's details?
The saved layout retains roles and field positions rather than recipient email addresses or completed signatures. Check the current request anyway: names and emails entered in this preparation can remain when the same role is reused.