Signature Location Templates — Classic

Signature Location Templates

In the Signature Location Templates section, you can create and manage signature templates. These allow you to create document templates with pre-loaded Sertifi Data Fields, which can save you time and effort when sending a document for signature.

To create a Signature Location Template:

1. Navigate to Administration > Document Library.

2. Click Signature Location Templates.

3. Click Upload. The Upload window opens.

4. Enter a title for the template.

5. Click Choose File, and then navigate to the signature document you want to upload and use as a template.

6. Click Upload. The reference document is added to your templates.

7. Click the blue dropdown arrow in the row of the document.

8. Click Add/Edit Locations. The document opens in a new editor window.

9. Select the signature locations from the top menu, and then drag and drop the signature box where you want it to appear on your document. For more information, refer to the Sertifi Data Fields guide.

10. Click Save in the upper-right corner of the screen.