Go to the template library in the side menu or select the template icon on the dashboard on the main page of the application. To submit your own template, select the prepare template icon on the dashboard on the main page or on the template’s library page.
Choose or upload the template you need to work on.
You will be directed to the document preview. If the file you have selected meets your expectations, you may beginning to edit the document.
Complete the information about the document and assign the roles to your business partners
Proceed to document editing, where you can edit your template by adding signature fields, text boxes and check boxes.