1. Click “Prepare Template” on the Dashboard view (if you do not see the dashboard view pictured below, click “Home” in the user panel to the left.)
2. Upload your document (or combine multiple documents into one template version by adding multiple documents). Then provide a description and click “Upload.”
3. Use the PDF Editor to add, remove or adjust existing fields on your template and then click “Save.”
This template will be saved in your template library for future use.
If you’re still having trouble, please email support@signonthego.us and one of our support staff will be able to assist you further.
