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.

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.

Here's an example:

Next step: Set up eSignature workflow (with automations)