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Envelopes
Envelope
New envelope
Reminders and expiry
Defaults for new envelopes in this business. Each reminder step is sent once, on the given day after a signer's invitation; envelopes that are not completed expire after the given number of days.
Templates
A template is a document with its fields placed once, ready to send to anyone. Publishing a version freezes it; editing later makes a new version.
New template
Check every page below: this is what people will sign. Fields are placed on these pages next.
Arrow keys move the selected field by 1 point; with Shift they resize it. Delete removes it.
Send to a person
Send a published template to one person from your records, by email or in person on this device.