Creating a Custom eSignature Template

To create a custom eSignature template:

  1. On the Main Menu, click Doc Mgr.  The Letter Template Administration window is displayed.

  2. Select eSignature Template and click New Template.  The New eSignature Template window is displayed.

  3. Enter a name for the new template, and click OK.  The eSignature Editor window is displayed.

  4. Enter the text, using the formatting tools and Merge Fields as needed.

  5. Click Add eSignature to add a signature capture field to the document.

  6. Click Save and close the eSignature Editor window by clicking the X in the upper-right corner.

 

Related Topics

Introduction to eSignatures