Once you have created a Template, you can use it to send a document for signature by following the instructions below.

Click the Send tab

Press the +Template button

Note: If the setting Allow Template Editing is set to Y, you may be able to make modifications in the Options panel.

When +Template is selected, the list of available templates appears in a pop-up window. Check the box of the template to be sent. Click the green checkmark icon to confirm

The uploaded documents will appear in the ATTACH FILES panel with the file name and document size.

Add the recipient's name and email address in the fields, modify the subject and email body if applicable. Lastly, press on the Next button located in the upper right corner.

Review the document and add fillable control fields if needed. When finished, press the Send button.

You will be returned to the main page of the Envelopes tab where you will be able to see the envelope details.