How to send a document using templates on your mobile device?

You can easily send a document for signature using templates on your mobile device. Additionally, you can merge multiple templates into a single template, which can then be sent to the recipient as one document.

Follow the steps below to send a document using templates on your mobile device:

• On the dashboard page, tap the + button on the bottom navigation bar to display the Create New screen, then select the Create New Document option.
• You will be directed to the Upload Documents screen. Tap the Browse Templates button to upload a template from the existing templates.

• You will be directed to the Browse Templates screen where a list of existing templates will be displayed.
• Tap on the context menu and select the Use template option.

• When you select more than one template, the Merge & Use option will be displayed. Select the required templates and click the Merge & Use option.

• Alternatively, you can select and use templates by navigating to the Templates icon and choosing a template from the All templates or My templates dropdown. The Merge & Use option will also be displayed when you select multiple templates.

• You will be directed to the Prepare Document screen. You can edit or add more files and recipients based on your requirements.
• Then tap the Configure fields button to go to the Configure Fields screen.
• You can add any other required form fields and click the Continue button.
• On the Document Actions screen, select the Send document option.

• The Document summary including the document details and recipient details will be displayed.
• Confirm the details then tap the Send button to send the document for signature.

• You have now successfully sent the document for signature using a template.