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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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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.
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Thanks for the answer! At what point didyou bookmark it, before you clicked the "Use Template" or after?
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I let it load completely and the copied the link.
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Sorry, not sure what you mean by "let it load completely". Is that before you clicked the "Use Template" or after?
Also, is this with the new e-signatures?
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I clicked use template - let it load in the browser and then copied the link.