Loading a Template from your Governing Body

It is possible to load a system template to quickly add fields in a document from your governing body, for example, an OACIQ amendments form.

• In the desired eZsign folder, add the document. For more information, please see the article Adding/Editing/Deleting a Document in an eZsign Folder.

• **In the "List of Documents" sectio n of your folder, click on the file name or the **Fountain Pen icon to display the document.

• Click on Load Template.

• You can Search the template by writing its name in this field or you can select it from the drop-down list of templates in French or English. In this example, the system template is: "Amendments (AM)".

Warning

Make sure you select the system template that exactly matches your document.

• Assign the role of each of the signatories. In this example: Carole-Anne Hébert is the buyer 1 and Mireille Gagné is the seller 1.

NOTE: If, for example, you have only one signatory instead of two, select "-- Unused --" for the 2nd role.

NOTE: If you have more than two buyers and/or sellers, you must add them manually. For more information, please see the article Manually Adding/Editing/Deleting a Field in a Document.

• Click on Submit.

• The fields will automatically appear in the right place in the document, so do not edit/move them.

NOTE: The order in which the signatories will sign will be automatically established according to the selected system template. Therefore, you do not need to change the fields step.

• Click on Submit.

• You can now proceed to the next steps, which are:

  • Send the documents to sign. For more information, please see the article Sending Documents to Sign.
  • Sign the documents. For more information, please see the articles Signing a Document as a User and Signing a Document as an External Signatory.
  • Send the signed documents by e-mail. For more information, please see the article Sending Signed Documents by E-mail.