Create template
Learn more about how to create and customize your document. This could be a contract, quote, NDA or whatever needs to be signed.
Generate starter template (optional)
For an easy start, you can generate a starter template:
Click on "More" and "Signatures"
Select "Generate template"
Select the number of signers you want to include
Click on "Generate template" to download the starter template:
eSignature placeholders
When creating your template, you can use all standard placeholders like {{Item.Name}}, {{Item.Status}} and so on to include information from your board.
In addition, these are the specific placeholders for eSignatures:
{{Signature:1}} – Placeholder for the actual signature image
{{SignatureName:1}} – Name of the signer
{{SignatureDate:1}} – Date of signature
If you want to add a second signer to the document, simply add these placeholders to your document:
{{Signature:2}} – Placeholder for the actual signature image
{{SignatureName:2}} – Name of the signer
{{SignatureDate:2}} – Date of signature
You can also add a third signer with the same logic.
Tips for your template
Choose a large font size for your {{Signature:1}} placeholder. Otherwise, the final image of the signature will appear very small.
We also suggest to make the {{SignatureDate:1}} placeholder slightly larger.
Here's an example:
Next step: Set up eSignature workflow (with automations)
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