Step 1: Click Templates Tab and New Template Button. Name your template, and then click Create.


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.

Untitled design (53)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.

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.


Need additional assistance?

Contact us at or 866.700.7975.

No-nonsense pricing. No surprises.

We believe in honest, transparent pricing. With ReadySign, you pay one fixed cost for unlimited users, unlimited documents and all of our features. Simple.

Request a demo