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We are now ready to create or edit the document which the end recipient will sign upon receipt.
The below is an example of how your template should look for a sole application , when you only need applicant 1 to sign :<<App1FullName>> Please Sign : <<eSign_SignHere>> Next, is an example of how it should look for a joint application , when you need applicant 1 & applicant 2 to sign :<<App1FullName>> and <<App2FullName>> Please Sign : <<eSign_SignHere>> Please save your document changes : You are are now ready to save the template: You are now ready to produce this template against a client product. |
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Please navigate to a case and product, and scroll down to the document history panel. Chose the option ‘Produce Document’, then produce the DocuSign template you have just created/edited. You can choose the applicants associated with this product, whose signature you would like on this document.
By selecting the close button, the template is generated and sent to the selected applicant. |
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