If you have a document you expect to send out more than once, make it a template. Set up your template once, use it again and again. To create a template, follow these five simple steps:
Step 2 – Add signer roles
Step 3 – Assign fields to your signer(s) (signature, name, date, etc.)
Step 4 – Customize your email
Step 5 – Save as template. Done.
Step 1 – Upload a document
![Create template - Upload a document - Countersign](https://countersign.com/wp-content/uploads/2020/11/tutorial_create-template_1_upload-document-1024x624.jpg)
Upload the document you would like to save as a template.
Step 2 – Add signer roles
![Create template - Assign signer roles - Countersign](https://countersign.com/wp-content/uploads/2020/11/tutorial_create-template_2_assign-signer-roles-1024x624.jpg)
Give your signer(s) a role. You will be adding the specific signer later.
Step 3 – Assign fields to your signer
![Create template - Add preparer fields - Countersign](https://countersign.com/wp-content/uploads/2020/11/tutorial_create-template_3_preparer-fields-1024x624.jpg)
You can add yourself as signer or simply edit the document as a preparer.
![Create template - Add signer fields - Countersign](https://countersign.com/wp-content/uploads/2020/11/tutorial_create-template_4_signer-fields-1024x624.jpg)
Assign fields for your signer(s) to complete, such as their signature, signing date, names or text input.
Step 4 – Customize your email
![Create template - Customize email - Countersign](https://countersign.com/wp-content/uploads/2020/11/tutorial_create-template_5_customize-email-1024x624.jpg)
Save a nice message as your new default, if you’d like.
Step 5 – Save as template, DONE
![Create template - Save template - Countersign](https://countersign.com/wp-content/uploads/2020/11/tutorial_create-template_6_save-template-1024x624.jpg)
You can review your template to make sure everything is in the right place before you press “save”.
![Create template - Use template - Countersign](https://countersign.com/wp-content/uploads/2020/11/tutorial_create-template_7_use-template-1024x624.jpg)
To use your template press “send a document”, and select “use template”. You’ll see a list of prepared templates. Select the one you need and you’ll be able to prepare the document for specific signer(s).
Curious? Give it a try, on us.
First 5 Docs are free. Plus 3 Docs free monthly.
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PS. If you need a COVID Liability Waiver, email us at support@countersign.com and we can send you a copy to use for free.