11- Create Your Own Template

Create Your Own Template

If you would like us to create your template, please send a copy of your form, invoice or contract to support@fillcontracts.com

Step 1
Go to templates to create your own template
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Step 2
Click on ‘Add template’
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Step 3
Enter template name
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Step 4
Enter team access privileges if you are part of a team
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Step 5
Click ‘ADD’
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Create Your Own Template Part 2

Step 11
Click on ‘Text’
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Step 12
Enter a name to reference in the entry form
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Step 13
Place field and size to fit accordingly
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Step 14
Enter default value if needed
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Step 15
Click ‘ADD’, then ‘TEXT’ again for the next value
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Step 16
Enter a name to the next value
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Step 17
Place...
 
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Create Your Own Template Part 3

Step 21
Repeat to adjust every field
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Step 22
Click ‘ADD’, then ‘Signature’
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Step 23
Place and adjust signature field
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Step 24
Click ‘Assign field’ and then select ‘Buyer 1’
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Step 25
Click ‘Save’ and then ‘Back arrow’
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Step 26
Click ‘Fill form’ to enter change default values
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Create Your Own Template Part 4

Step 31
Click on document to edit
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Step 32
Enter the values directly into that document or into the form fields
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Step 33
Notice, the signature is assigned to ‘Buyer 1’
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Step 34
When done, click ‘File’ and then ‘Save’
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Step 35
Now you can update ‘Buyer 1’ and all initials and signatures will automatically be...
 
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Create Your Own Template Part 5

Step 41
The system will take them to the first signing position
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Step 42
They will be prompted to ‘Adopt’ or ‘Change’ signature
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Step 43
When finished, click ‘ I’m done ’
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Step 44
An email will be sent with all signed documents
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