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How to prepare a template on Countersign

Jul 31, 2020

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 1 – Upload a document

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

Upload the document to prepare it as template (Countersign screenshot)

Upload the document you would like to save as a template.

Step 2 – Add signer roles

Assign signer roles (Countersign screenshot)

Give your signer(s) a role. You will be adding the specific signer later.

Step 3 – Assign fields to your signer

Assign fields to signer (Countersign screenshot)

You can add yourself as signer or simply edit the document as a preparer.

Assign fields to signer (Countersign screenshot)

Assign fields for your signer(s) to complete, such as their signature, signing date, names or text input.

Step 4 – Customize your email

Customize email (Countersign screenshot)

Save a nice message as your new default, if you’d like.

Step 5 – Save as template, DONE

Review and save (Countersign screenshot)

You can review your template to make sure everything is in the right place before you press “save”.

To use a template, choose from the prepared template (Countersign screenshot)

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 10 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.

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