How to Add a Template to an Envelope

Use the 'add template to envelope' feature to remove the hassle of repetitive document preparation tasks.

Resources for Help Center and How to Guides

Step-by-Step Guide - Add Template to Envelope

We understand that businesses have a multitude of document packs and pro-forma. eSign lets you avoid the unnecessary and repetitive tasks involved in document preparation with our ‘add template to envelope’ feature.

Watch the Video Tutorial

Watch our tutorial video to see how to add your existing templates to an envelope.

watch esign video tutorial

Step 1

Click ‘Get Started’ to begin the process of adding your template to the envelope.

step 1 get started

Step 2

From the drop down options shown, click ‘Template’ where you can choose from your saved templates.

step 2 click template

Step 3

Choose the template you wish to add to your envelope.

step 3 saved templates

Step 4

Here you will be taken through the usual signing process. Enter the recipient’s details, envelope title, subject and email content then click ‘Continue’.

step 4 usual signing process

Frequently Asked Questions

How many templates can I add to an envelope?

You can add up to 10 templates to an envelope.

Does eSign have pre-built templates that I can use?

Contact eSign

For any support or further help please contact us and one of our expert team will be happy to help.
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