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.
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.
Initials placeholders
If you want to add "Initials" to your document, use these placeholders:
{{SignatureInitials:1}} – Initials placeholder for Signer 1
{{SignatureInitials:2}} – Initials placeholder for Signer 2 (optional)
You can insert the initials placeholder multiple times in your document. For example, if your contract has five pages, place the initials placeholder on each page.
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.
