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.

This is an optional starter template

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.

• Learn more about templates

• Placeholder directory

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)