Sending an Envelope Using a Template

Video Tutorial:

Part 1: Create a Template

Step 1: Access the Template Creation Page

1. Log in to the Nota Sign Dashboard.

2. Navigate to Templates.

3. Click Create a Template in the top-left corner.

Step 2: Set Template Details

Provide basic information for the template:

• Template Name: A unique, descriptive name.

• Template Description: Optional summary to describe the template’s purpose.

• Upload Document: Add the document to be used as the template.

Step 3: Define Recipient Roles

Specify signer roles and contact information.

• Role​​: Assign each signer a role (e.g., Party A, Party B).

• Name & Email: Enter the signer's full name and email address.

• SMS Notification (Optional): Add a phone number to send signing notifications via SMS (requires SMS credits).

Step 4: Configure Envelope Settings

Customize how the envelope behaves when this template is used:

• Envelope Subject: Automatically generated based on the document name (editable).

• Digital Signature Type​​: Select ​​digital signature type​​​ for signatures.

• Expiration Date: Specify a signing deadline.

Refer to the [How to Send an Envelope for Simple Electronic Signature (SES)] for advanced settings.

Step 5: Add Signing Fields

Drag and drop fields (signature, stamp, text input, checkbox, etc.) onto the document for each signer role.

• Assign fields to the appropriate signer.

• Mark required fields.

• Customize field labels, tooltips, default values, and formatting.

Refer to the [How to Send an Envelope for Simple Electronic Signature (SES)] for full options.

Part 2: Use a Template

Method 1: From the Templates Page

1. Go to Templates.

2. Locate the desired template.

3. Click Use.

Method 2: From the Envelope Page

1. Navigate to Agreements.

2. Click Send an Envelope.

3. Select Use a Template.

4. Select a Template in the list.

Part 3: Send a Document Using a Template

Step 1: Launch the Template

Select a template. The envelope creation interface will automatically load with pre-filled information.

Step 2: Complete Envelope Details

Review and update the singers list, access settings, and envelope information as needed.

Click Next to proceed.

Step 3: Review and Configure Signing Fields

Adjust or add fields if needed using the drag-and-drop toolbar.

Step 4: Send the Envelope

Once all fields and settings are confirmed, click Send to send the envelope.

- 💡 Tips: Once successfully sent, one envelope credit will be deducted. -