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How can I bookmark a template for signing?

Explorer ,
Sep 18, 2023 Sep 18, 2023

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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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User interface issues

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Advisor ,
Sep 18, 2023 Sep 18, 2023

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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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Explorer ,
Sep 18, 2023 Sep 18, 2023

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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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Advisor ,
Sep 18, 2023 Sep 18, 2023

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I let it load completely and the copied the link.

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Explorer ,
Sep 18, 2023 Sep 18, 2023

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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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Advisor ,
Sep 18, 2023 Sep 18, 2023

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I clicked use template - let it load in the browser and then copied the link.

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