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benk20431605
benk20431605
Participant
December 11, 2015
Answered

How do I add a Document Template to my Library Templates with all forms already set up?

  • December 11, 2015
  • 1 reply
  • 773 views

How do I add a Document Template to my Library Templates with all forms already set up?

I use the same contract over and over for different clients, and have to setup the fields custom every time which is a total pain.  Also, there is no "Add Template Document" option within my account anywhere, not where the tutorials say it should be or anywhere else.

How do I fix this?


Ben

This topic has been closed for replies.
Correct answer Rijul Raj Khurana

Hello Ben,

You can go to Dashboard->Additional Functions and click "Add document to library" and then can upload the form into it. If your document already contains form fields, they would be automatically get detected. Otherwise, you can also add form fields within EchoSign too.

Regards,

-Rijul

1 reply

R
Rijul Raj KhuranaCorrect answer
Inspiring
December 11, 2015

Hello Ben,

You can go to Dashboard->Additional Functions and click "Add document to library" and then can upload the form into it. If your document already contains form fields, they would be automatically get detected. Otherwise, you can also add form fields within EchoSign too.

Regards,

-Rijul

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