List of Templates

When you save a template (which contains only fields) or a standard document (which contains fields and a document) in each of the types of templates to which you have access, it is automatically added to the list of templates.

• From Main menu >> General >> List of Personal Folders - eZsign, or;

• Click on this icon

(eZsign Personal Folders).

• Click on List of Templates.

• You will be able to see the Template Name , the Number of Pages (for the standard documents only), the Template Type and the Creator of each template.

• You can filter the templates by language.

• Click on the desired Template Name to display its information.

Edit the Template**

Not applicable for a standard document that is part of a standard document group.

• Click on Edit Template.

Template (without document): You can change the Template Name , the Language and the Roles of Signatories.

Standard document: You can change the Template Name , the Document Name and the Roles of Signatories.

• Make the desired changes and click on Submit to save them.

Download the Document**

Applicable only for a standard document.

• Click on Download****Document.

• Click on Open or Save.

Delete the Template**

Not applicable for a standard document that is part of a standard document group.

• Click on Delete****Template and this warning message will appear:

• Click on Yes to confirm.