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Use Templates

With eSignGlobal, you can quickly send an envelope using a PDF or WORD template.

 

Use Templates

  1. Only templates in 「Enable」 status can be used. Click 「Use」 button to enter the template filling interface.
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  1. After entering the fill page, you can fill in the corresponding fields in the main document area or the form filling panel.
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Tip:

  • Please ensure all required fields are completed
  • The system will automatically save the filled content, the user can click 「Save Draft」 at any time to manually save
  1. After completing the filling, click the 「Preview」 button to view the effect of the filled document.
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Note:

  • If you fill in the content through the WORD template, the text is too long may cause automatic WORD wrap, please be sure to carefully check the layout format of the final document to ensure that the content is completely displayed.
  1. After the preview is confirmed, click the 「Save」 button.

Note:

  • Once the document is saved, the content cannot be changed, please check it carefully.
  1. After the save is successful, the system will automatically jump to the envelope sending process.
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Tip:

  • For information on the envelope sending process, refer to the Send an Envelope Operation Manual.