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<title data-rh="true">Quickly Send the Document for Signature Using Template | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Templates/quick-send"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Quickly Send the Document for Signature Using Template | OpenSign™"><meta data-rh="true" name="description" content="Step 1: Begin New Template Creation"><meta data-rh="true" property="og:description" content="Step 1: Begin New Template Creation"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Templates/quick-send"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/quick-send" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/quick-send" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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Templates</a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link" tabindex="0" href="/docs/help/Templates/use-template">Use template to create documents</a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link menu__link--active" aria-current="page" tabindex="0" href="/docs/help/Templates/quick-send">Quickly Send the Document for Signature Using Template</a></li></ul></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-1 menu__list-item menu__list-item--collapsed"><div class="menu__list-item-collapsible"><a class="menu__link menu__link--sublist" aria-expanded="false" href="/docs/category/settings">Settings</a><button aria-label="Expand sidebar category 'Settings'" type="button" class="clean-btn menu__caret"></button></div></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-1 menu__list-item 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1-1z" fill="currentColor"></path></svg></a></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item"><a class="breadcrumbs__link" itemprop="item" href="/docs/category/templates"><span itemprop="name">Templates</span></a><meta itemprop="position" content="1"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">Quickly Send the Document for Signature Using Template</span><meta itemprop="position" content="2"></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><div class="row"><div class="col col--12"><h1>How to use the OpenSign Quick Send feature to send a document for signature using a template</h1>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-1-begin-new-template-creation">Step 1: Begin New Template Creation<a href="#step-1-begin-new-template-creation" class="hash-link" aria-label="Direct link to Step 1: Begin New Template Creation" title="Direct link to Step 1: Begin New Template Creation"></a></h3>
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<ul>
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<li><strong>Navigate to New template form</strong>: On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.</li>
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</ul>
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<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/fe7b0bd0-bb45-4f64-8450-83ffb5c3d7fc">
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-2-uploading-your-document">Step 2: Uploading Your Document<a href="#step-2-uploading-your-document" class="hash-link" aria-label="Direct link to Step 2: Uploading Your Document" title="Direct link to Step 2: Uploading Your Document"></a></h3>
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<ul>
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<li><strong>[1] Choose File</strong>: Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.</li>
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<li><strong>[2] Choose File from Dropbox</strong>: Click the dropbox icon to select the document file from your dropbox account.</li>
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</ul>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-3-entering-template-details">Step 3: Entering Template Details<a href="#step-3-entering-template-details" class="hash-link" aria-label="Direct link to Step 3: Entering Template Details" title="Direct link to Step 3: Entering Template Details"></a></h3>
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<ul>
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<li><strong>[3] Title</strong> <em>(Required)</em>: Provide a title for your template. For example, "Demo Custom Template."</li>
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<li><strong>[4] Description</strong>: Optionally add a description to give context or instructions regarding the template.</li>
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<li><strong>[5] Note</strong>: Optionally add a note to give context or instructions regarding the document.</li>
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</ul>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-4-set-the-sending-order">Step 4: Set the sending order<a href="#step-4-set-the-sending-order" class="hash-link" aria-label="Direct link to Step 4: Set the sending order" title="Direct link to Step 4: Set the sending order"></a></h3>
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<ul>
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<li><strong>[6] Send in Order</strong>
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<ul>
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<li><strong>If you choose:</strong></li>
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<li><strong>Yes</strong>: Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order.</li>
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<li><strong>No</strong>: Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.
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Select the option that best suits the needs of your document processing.</li>
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</ul>
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</li>
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</ul>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-5-auto-reminder-feature-only-avilable-for-the-subscribed-user">Step 5: Auto reminder (feature only avilable for the subscribed user)<a href="#step-5-auto-reminder-feature-only-avilable-for-the-subscribed-user" class="hash-link" aria-label="Direct link to Step 5: Auto reminder (feature only avilable for the subscribed user)" title="Direct link to Step 5: Auto reminder (feature only avilable for the subscribed user)"></a></h3>
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<ul>
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<li><strong>[7]</strong> Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days.</li>
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<li><strong>Remind once in every (Days)</strong>: Here, you can set the number of days for the reminder.</li>
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</ul>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-6-proceed-to-template-creation-panel">Step 6: Proceed to Template Creation Panel<a href="#step-6-proceed-to-template-creation-panel" class="hash-link" aria-label="Direct link to Step 6: Proceed to Template Creation Panel" title="Direct link to Step 6: Proceed to Template Creation Panel"></a></h3>
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<ul>
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<li><strong>Next</strong>: Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.</li>
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<li><strong>Cancel</strong>: If you need to start over or make changes, click Cancel button to clear the form.</li>
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</ul>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-7-template-creation">Step 7: Template creation<a href="#step-7-template-creation" class="hash-link" aria-label="Direct link to Step 7: Template creation" title="Direct link to Step 7: Template creation"></a></h3>
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<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43">
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<ul>
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<li>
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<p><strong>[1] Define Roles</strong>:</p>
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<ul>
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<li><strong>Add Roles</strong>: In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.</li>
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</ul>
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</li>
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<li>
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<p><strong>[2] Assign Widgets to Roles</strong>: Click on each role to highlight it, then drag and drop the widget to assign it to that role.</p>
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<ul>
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<li><strong>[1] Assign signature widget</strong>: Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required.</li>
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</ul>
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<p>After placing the Signature widget, you will see the options on the widget such as:</p>
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<ul>
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<li><strong>Add Signer/Change Signer</strong>: Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
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<li><strong>Copy Signature</strong>: Clicking on this option reveals the following choices.<!-- -->
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<ul>
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<li>All pages: It will copy the signature widget to all pages.</li>
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<li>All pages but last: It will copy the signature widget to all pages except the last page.</li>
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<li>All pages but first: It will copy the signature widget to all pages except the first page.</li>
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</ul>
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</li>
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<li><strong>[2] Add other widgets</strong>: Depending on your needs, you can include additional widgets such as:
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Stamps, Initials, Name, Date, Text, Checkbox, and more.</li>
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</ul>
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</li>
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</ul>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-8-save-template">Step 8: Save Template<a href="#step-8-save-template" class="hash-link" aria-label="Direct link to Step 8: Save Template" title="Direct link to Step 8: Save Template"></a></h3>
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<p><strong>Next button</strong>: Once you’ve organized your widgets and set their properties, simply click the “Next” button to save your template.</p>
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<p>After doing so, a “Create Document” popup will appear, prompting you with the question: “Do you want to create a document using the template you just created?” You’ll have the option to choose either “Yes” or “No.”
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<strong>If you select "Yes"</strong>: It will create a document using the template you just created.
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<strong>If you select "No"</strong>: You will be redirected to the Manage templates form.</p>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-9-viewing-and-managing-templates">Step 9: Viewing and Managing Templates<a href="#step-9-viewing-and-managing-templates" class="hash-link" aria-label="Direct link to Step 9: Viewing and Managing Templates" title="Direct link to Step 9: Viewing and Managing Templates"></a></h3>
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<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/86bf3628-987d-4ae2-89c3-b24ec1f6bdc2">
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<p>On the Manage Templates page, you'll see a list of templates you've created or have access to. This list provides details such as the template title, file, owner, signers, and whether the template is public. You’ll also find actions like "Use Template," "Quick Send," "Edit," "Delete," and more.</p>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-10-quick-send">Step 10: Quick Send<a href="#step-10-quick-send" class="hash-link" aria-label="Direct link to Step 10: Quick Send" title="Direct link to Step 10: Quick Send"></a></h3>
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<p>For faster processing, the Quick Send feature allows you to swiftly create and send a document to a signer using the selected template.</p>
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<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/02334ff3-eab6-4a11-aba2-d95a5cba2935">
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<p>How to Send the Document:</p>
|
||
<ul>
|
||
<li>
|
||
<p>Click the Quick Send button next to the template in the list.</p>
|
||
</li>
|
||
<li>
|
||
<p>A popup will open where you can assign signers to each role by simply adding their email addresses.</p>
|
||
</li>
|
||
<li>
|
||
<p>If you need to create multiple documents, click the Add New button.</p>
|
||
</li>
|
||
</ul>
|
||
<p>After adding the signers, click the Send button. This will generate the document and send an email to the signers with a signature request.</p>
|
||
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="signers-signing-process">Signers Signing Process<a href="#signers-signing-process" class="hash-link" aria-label="Direct link to Signers Signing Process" title="Direct link to Signers Signing Process"></a></h2>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-11-email-otp-verification">Step 11: Email OTP verification<a href="#step-11-email-otp-verification" class="hash-link" aria-label="Direct link to Step 11: Email OTP verification" title="Direct link to Step 11: Email OTP verification"></a></h3>
|
||
<p>Once the email is received, the signer can click the 'Sign Here' button. This will open the email verification page. After clicking the 'Get Verification Code' button, an OTP (one-time password) will be sent to the signer’s email address. Enter the received OTP into the verification textbox and click the 'Verify' button.</p>
|
||
<div><img width="800" alt="OpenSign send OTP" src="https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"></div>
|
||
<div><img width="800" alt="OpenSign verify otp" src="https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"></div>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-12-finalizing-the-process">Step 12: Finalizing the Process:<a href="#step-12-finalizing-the-process" class="hash-link" aria-label="Direct link to Step 12: Finalizing the Process:" title="Direct link to Step 12: Finalizing the Process:"></a></h3>
|
||
<p>After verification, the signer will be redirected to the document signing page, where he can view the document received for signing. To sign, the signer simply clicks on the signature widget, which allows them to draw, upload a digitally scanned signature, or type the signature.</p>
|
||
<p>After filling out all assigned widgets, click the 'Finish' button. Once the document is finished,.</p>
|
||
<ul>
|
||
<li>
|
||
<p>The signer has the option of downloading or printing the signed document. He will also obtain the completion certificate if he is the final signer.</p>
|
||
</li>
|
||
<li>
|
||
<p>If there are more than one signer, the document will be immediately sent to the next signer. Once all signers have finished their signatures, they can download and print the signed document as well as the completion certificate.</p>
|
||
</li>
|
||
</ul>
|
||
<img width="800" alt="OpenSignFinalStep" src="https://github.com/user-attachments/assets/f4783aa0-2879-4ec2-9ddc-16d59f3a1fc0">
|
||
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="additional-information">Additional Information<a href="#additional-information" class="hash-link" aria-label="Direct link to Additional Information" title="Direct link to Additional Information"></a></h2>
|
||
<ul>
|
||
<li>All fields marked with an asterisk (*) must be completed before the document can be submitted.</li>
|
||
<li>Ensure that the document format is supported by OpenSign before uploading.</li>
|
||
<li>Signed documents can be accessed in the designated 'Root' folder or the one you have specified.</li>
|
||
</ul>
|
||
<p>If you require more help, feel free to reach out to our customer support on <a href="mailto:support@opensignlabs.com" target="_blank" rel="noopener noreferrer">support@opensignlabs.com</a>.</p>
|
||
<p>Happy signing with OpenSign™!write</p></div></div></div><div class="col col--12"><footer class="theme-doc-footer docusaurus-mt-lg"><div class="theme-doc-footer-edit-meta-row row"><div class="col"><a href="https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/quick-send.md" target="_blank" rel="noopener noreferrer" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_vwxv"></div></div></footer></div></article><div class="col col--12"><nav class="pagination-nav docusaurus-mt-lg" aria-label="Docs pages"><a class="pagination-nav__link pagination-nav__link--prev" href="/docs/help/Templates/use-template"><div class="pagination-nav__sublabel">Previous</div><div class="pagination-nav__label">Use template to create documents</div></a><a class="pagination-nav__link pagination-nav__link--next" href="/docs/category/settings"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">Settings</div></a></nav></div></div></div><div class="col col--3"><div class="tableOfContents_bqdL thin-scrollbar theme-doc-toc-desktop"><ul class="table-of-contents table-of-contents__left-border"><li><a href="#step-1-begin-new-template-creation" class="table-of-contents__link toc-highlight">Step 1: Begin New Template Creation</a></li><li><a href="#step-2-uploading-your-document" class="table-of-contents__link toc-highlight">Step 2: Uploading Your Document</a></li><li><a href="#step-3-entering-template-details" class="table-of-contents__link toc-highlight">Step 3: Entering Template Details</a></li><li><a href="#step-4-set-the-sending-order" class="table-of-contents__link toc-highlight">Step 4: Set the sending order</a></li><li><a href="#step-5-auto-reminder-feature-only-avilable-for-the-subscribed-user" class="table-of-contents__link toc-highlight">Step 5: Auto reminder (feature only avilable for the subscribed user)</a></li><li><a href="#step-6-proceed-to-template-creation-panel" class="table-of-contents__link toc-highlight">Step 6: Proceed to Template Creation Panel</a></li><li><a href="#step-7-template-creation" class="table-of-contents__link toc-highlight">Step 7: Template creation</a></li><li><a href="#step-8-save-template" class="table-of-contents__link toc-highlight">Step 8: Save Template</a></li><li><a href="#step-9-viewing-and-managing-templates" class="table-of-contents__link toc-highlight">Step 9: Viewing and Managing Templates</a></li><li><a href="#step-10-quick-send" class="table-of-contents__link toc-highlight">Step 10: Quick Send</a></li><li><a href="#signers-signing-process" class="table-of-contents__link toc-highlight">Signers Signing Process</a><ul><li><a href="#step-11-email-otp-verification" class="table-of-contents__link toc-highlight">Step 11: Email OTP verification</a></li><li><a href="#step-12-finalizing-the-process" class="table-of-contents__link toc-highlight">Step 12: Finalizing the Process:</a></li></ul></li><li><a href="#additional-information" class="table-of-contents__link toc-highlight">Additional Information</a></li></ul></div></div></div></div></main></div></div></div><footer class="footer footer--dark"><div class="container container-fluid"><div class="row footer__links"><div class="col footer__col"><div class="footer__title">Docs</div><ul class="footer__items clean-list"><li class="footer__item"><a class="footer__link-item" href="/docs/help/intro">Help</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/API-docs/opensign-api-v-1">APIs</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/contribute/intro">Contribute</a></li><li class="footer__item"><a class="footer__link-item" 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