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December 14, 2015
Question

Share editable templates for e-sign

  • December 14, 2015
  • 0 replies
  • 327 views

We have multiple e-sign accounts for a five person company, we send the same agreements for clients signature all the time. Is there a way of creating a document template once and then share the template so our other accounts can fill in the client specific information.

The only way I can see of doing it at the moment is to create a template for each account. Which means doing each form five times.

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