Create a template

To create a template:

1. Click Start new process, or in your E-archive click New template.
2. Set up your document for signing as usual.
3. To give the template a name different from the document file name, click Other settings and edit the Document name field:
   
   
   
   
4. Click Save as template. The template is saved under Templates in your E-archive:
   
   

See also:

Templates overview

Using templates