Instructions:
Step 1: Click Templates Tab and New Template Button. Name your template, and then click Create.
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Step 2: Upload a template document or form and select Mark Up Document. This document can be used to fill in fields and add signature blanks to documents automatically.
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Step 3: Add Fields to fill in when sending a document. Click Create New Field Type to create custom fields. These will be filled out by the sender prior to sending for signature.
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Step 4: Add Signers: Give the signer a nickname and if you know the name and email address you can add those here. If they always change you can leave it blank.
Step 5: Fill in Packet Options: These are defaults and can be changed with each template that you send for signature.
Step 6: Your Template is Ready! To send a Template, click the Sign tab and select your template from the ‘Create New Document’ list. Or click the Pen next to your document and apply the template during the signing process. 
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