How to Remove Paperwork from Your Legal Processes with Templates

What’s up, everybody. You’re watching another signNow video guide with the next tip on how electronic signatures can make your day-to-day document workflows paperless and stress-free.

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Are you managing your legal paperwork or is your paperwork managing you? Scanning, printing, and mailing documents is time consuming - especially if multiple parties are involved.

Streamline your document processes with signNow. Send and sign documents electronically, anytime and anywhere. Easily prepare contracts and agreements, send them out for signature, and track the status of documents in real-time.

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Let’s take a look at how signNow does the heavy lifting so that you can focus on your goals, not paperwork.

If you often collect signatures for similar documents, you don’t have to re-upload them over and over again. Instead, you can create templates for your most frequently used documents and simply generate a fresh copy whenever you need something signed.

Create a new template or document group template directly from the signNow dashboard. Click Upload and Create to upload a document from your device. Your document will be automatically saved to the Templates folder. Alternatively, you can select an existing signNow document and convert it into a template by clicking Make Template. In the new pop-up window, enter the template's name and click Create Template. Your document is now saved to the Templates folder where you can access it anytime, send it for signature, or generate a shareable signing link.

If you’re using signNow as a team, you can also view your team’s templates in the Shared Templates folder. To share a template with your team, click Share with Team and select the team you’d like to share it with.

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Let’s see what else you can do with signNow.

There are two types of fields when creating a document in signNow: editable (for document senders) and fillable (for document signers). Each field is assigned to a specific role. You can set each field as required or optional and specify which data types are valid for that field. If you need to sign a document before sending it, add your signature any way you like. Type your full name, draw a signature using your mouse or trackpad, or upload an image of your handwritten signature.

Choose whether you’d like recipients to receive your invite in the order they’re signing the document or at the same time. Customize invite emails, protect your document by adding additional authentication methods, set up a document expiration date with automated reminders, allow your recipients to forward the document, or even decline your invite. Select what to do with a signed document, including deciding who needs copies.

Use Document Groups if you need to bundle documents together, send a group of documents to a single signer, or create signing steps for multiple signers across multiple documents. To start collaborating on documents, create a team and invite your colleagues. As the team admin, you can add or delete users, view shared documents and templates, and much more.

Visit our Help Center if you need more help with signNow. Start a live chat or submit a new support request and our support team will contact you as soon as possible.

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