How to Create and Use Contract Templates in AiSign

Welcome to AiSign! This guide will help you create and use contract templates with ease and efficiency.

Creating a Contract Template

Step 1: Navigate to the Template Tab

• Log in to AiSignand go to the ‘Template’ tab on the main menu.
• Upload Your Document:
  • Drag and dropyour document file into the designated area.
  • Or click ‘Upload’to select a file from your computer.

Step 2: Enter Template Details

• Template Name: Provide a descriptive name for your template.
• Number of Recipients: Specify how many people need to sign the document.
• Optional Email Title and Message:
  • Email Title: Customize the subject line for the email that will be sent to signers.
  • Messaggio: Add a personalized message for the recipients.

Step 3: Proceed to the Editor

• Click ‘Continue’to move to the template editor.

Step 4: Add Fields to Your Document

• Drag and Drop Fields:
  • In the editor, select the required fields (e.g., signature, date, initials) from the toolbar.
  • Drag each field to the appropriate location on your document.
• Assign Fields to Recipients:
  • For multi-recipient documents:
    • Click on ‘Placeholder 1’at the top of the field options.
    • Select ‘Placeholder 2’, ‘Placeholder 3’, etc., from the dropdown menu to assign fields to different recipients.
  • Repeat the process for each recipient.

Step 5: Finalize the Template

• After placing all necessary fields, click ‘Continue’to save your template.