DigiSign: Using Templates

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There are two different ways to use DigiSign Templates. Which method you decide to use will depend on whether or not you've already filled out your document. You can either send your DigiSign Envelope using the blank document that you uploaded when you created your Template, or you can upload a document you've already filled out and apply the Template (giving you just the signature blocks, not the document itself).

Let's go over both methods.

 

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Let's say you've already filled out your document. You can follow these steps to apply your DigiSign Template to the document you've already prepared:

1. From the SkySlope home page, click on the DigiSign icon. This will take you to the DigiSign home page. Click on the New Envelope button in the upper right corner. 

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2. After clicking on New Envelope, you will be prompted to select a property address to tie your document to. If the document you're sending for signatures is for one of the addresses you see listed, Select that address to move to the next step. If your document doesn't pertain to one of your files, or if you haven't created it yet, you can click on No Property in the upper right corner to go to the next step.

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3. Now you can upload your document that you've filled out. Click on Upload to browse documents on your computer, or drag and drop documents into the upload area. Once the document has finished uploading, you will click on Choose Template to choose & apply your TemplateClick on Next to move forward. 

Upload your document:

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Apply your Template: 

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4. After applying your Template, you will see that the Roles have already populated for you, based on what you added to your Template. Ensure all signers' names and email addresses are addedClick on Next to move forward.

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5. Now you will see that all of your signature blocks have already been applied to the document for you, based on what you added to your Template. Give the document(s) and once-over, and when they're ready, send them off! 

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Let's say you haven't filled out your document, and you just want to fill it out in DigiSign. You can follow these steps to create a DigiSign Envelope from your blank Template:

1. From the home page, click on the DigiSign icon. This will pull up the DigiSign home page. From there, click on the Templates tab in the upper left corner. This will load the Templates page. Once you're on the Templates page, locate the Template you wan to use to create your envelope. For that Template, click on the Envelope icon on the right side of the page.

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2. First, you will be prompted to select a property address to tie your document to. If the document you're sending for signatures is for one of the addresses you see listed, Select that address to move to the next step. If your document doesn't pertain to one of your files, or if you haven't created it yet, you can click on No Property in the upper right corner to go to the next step.

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3. You'll be taken right to the Documents & Templates page with the uploaded document and its applied Template. Click on Next to move forward.

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4. On the Recipients page, you will see that the Roles have already populated for you, based on what you added to your Template. Ensure all signers' names and email addresses are added. Click on Next to move forward.

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5. Now you will see that all of your signature blocks have already been applied to the document for you, based on what you added to your Template. Give the document(s) and once-over, and when they're ready, send them off! 

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If you have any other questions about using DigiSign Templates, don't hesitate to contact our 24/7 Support Team! We are are available by phone at 916.560.1815, send an email over to support@skyslope.com or start live chat with us at support.skyslope.com! Happy SkySloping!

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