Create and use an e-sign template

Create a field template

1. Open My templates and select Create a template. Choose an unsigned PDF, optionally enter Template name, then select Continue.
2. In Create a template, review Signer roles. Use Add a signer role for the required renter or guarantor roles.
3. Place fields on the PDF and assign them to the right role. Each signing role needs a Signature or Initials field. Add dates and other fields as needed.
4. Select Save template. The saved layout keeps roles and field positions, not completed signatures or recipient emails.

Use a saved layout

1. In My templates, select Use on the layout. Choose a lease or Not tied to a lease.
2. Upload the current PDF, choose Category and select Continue. Assign current signers and review their names and email addresses.
3. Check every page and field. Fix warnings for missing pages, changed page sizes or unmapped roles before reviewing and sending.

Reuse the PDFs too

Choose Build reusable document package in My templates when you need to retain source PDFs. Add clean stored PDFs in the intended order, optionally choose Captured signature layout, and review Default message for review.

Confirm the sources have no prior tenant details or signatures, then select Save reusable package. Review saved PDF before creating a new signing copy. Creating the copy opens preparation and sends no invitation.

Manage templates

Saved field layouts offer Rename and Delete. To change field placement, prepare a revised layout and save it. Review any access or payment prompt before sending.

For a saved PDF package, use Replace saved source PDFs and layout and Save package version to revise it. Existing signing copies keep their own files and history.