Adding/Editing/Deleting an eZsign Personal Template

In eZsign, it is possible to create personal templates to simplify and speed up document creation by reusing fields and a predefined structure.

• From the main eZmax menu, click the

icon, then enter List of Templates eZsign in the search bar.

• You will have the option to create new templates or edit existing ones.

Create a Personal Template

• To create a new personal template, click on New eZsign Template.

Template Information

You will need to enter the following information:

• Template Name: Enter the name of the template

• eZsign Template Type: Select Personal Template

• Language: Select the template language

You will also have the option to add notes to the template.

• Click Next Step.

Adding roles

• To add roles to the personal template, click on Add a Role.

• Enter the Role Name , then click on Save.

NOTE: If you want the signatory associated with this role to receive a copy of the signed documents, even if they are not required to sign, check this option.

• Once all roles have been added, click on Next Step.

Creating Document Fields

• You will then be able to add documents to the template by clicking on Add a File.

• Select the file from your computer, then click on Add Fields to the Template.

• Once the desired fields have been added, click on Save and Close.

Positioning Fields Using a Word

When creating a template, signature fields and form fields can be positioned automatically based on the location of a word in the document. This option is available in the Positioning section.

• Enter the Word to search , then select the desired occurrence. You can then adjust the X and Y values to edit the field's position within the document.

• Once finished, click Save and Close.

• Click on Finalize the Template to save the personal template.

Adding a Personal Template to a New Folder

If you want to add an eZsign template to a new folder, click on Add eZsign Templates at the Document Creation step.

• Select the desired template from the drop-down list, then click on Import Templates.

• Once all desired templates have been added, click on Next Step.

Assigning Template Roles

• To add signatories to the folder, click on Add Signatories.

• Select the desired signatories, then click on Add Selected Signatories.

• You can then associate the signatories with the template roles.

• Click on Next Step.

Linking a Personal Template to a Document

It is possible to add the fields from an already created eZsign template to a file. The fields are automatically positioned in the same locations as in the template. To do this, you must first add a file from your computer at the Document Creation step.

• Select the desired folder, then click on eZsign Template.

• Select the desired template from the drop-down list, then click on Choose This Template.

NOTE: If you forgot to add a template to a document at the Document Creation step, it is possible to associate one at the Document Verification step.

• Click on Edit Document Fields.

• Select the downward-pointing arrow, then click on Apply Fields from eZsign Template.

• Select the desired template, then assign the document signatories to the roles.

• Once finished, click on Apply Template.

Creating a Personal Template from a Document

It is also possible to create a template from a document. To do this, you must create a new eZsign folder and add fields to a document.

• Once the fields have been added, click on the downward-pointing arrow, then click on Create an eZsign Template from this Document.

• Enter the template information, then enter the names of the roles.

• Click on Create the Template.

Editing a Personal Template

From the main menu >> eZsign Templates >> Select the desired template.

• You will be able to edit the document fields by clicking the button at the top right.

• You can also add a role by clicking the designated button or delete a role by clicking on the three vertical dots, then Delete.

• To edit the template information, click on the downward-pointing arrow, then click on Edit eZsign Template Information.

Changing the File of a Personal Template

From the main menu >> eZsign Templates >> Select the desired template.

• To change the file of the personal template, click on the downward-pointing arrow, then click on Change eZsign Template File.

• You can select the desired file from your computer.

Delete a Personal Template

From the main menu >> eZsign Templates >> Select the desired template.

• To delete a template, click on the downward-pointing arrow, then click on Delete eZsign Template.