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Known Participant
September 18, 2023
Question

How can I bookmark a template for signing?

  • September 18, 2023
  • 1 reply
  • 1242 views

With the previous (Now legacy) Signatures, I could click on Use Template, which would open the template and allow me to enter the recipients. If I then bookmarked this, I could easily always access this form, add the new email address and send it out.

 

When I try to do this in the new system, bookmarking will always take be back to the home page, and I then have to look for the template, and then click Use this template to finally get to the recipient page.

 

This adds extra steps in between.

 

Is there a way for me to easily access the "Use Template" function for a specific document?

 

Thank you

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1 reply

mariahweyne
Inspiring
September 18, 2023

I was able to bookmark a template.  I even opened it on another browser.  It just asked for my credentials and went straight to the template.  I use Sign for Enterprise.

Known Participant
September 18, 2023

Thanks for the answer! At what point didyou bookmark it, before you clicked the "Use Template" or after?

mariahweyne
Inspiring
September 18, 2023

I let it load completely and the copied the link.