Document Signing Template

Create a Document Signing Template

1. Navigate to “Templates”

2. From the dropdown select “Document Signing Templates”

3. Click “Add Template”

4. This will open the slide-over detail pane

Retrieve a Preexisting Template

1. Open ConsignO Desktop

2. Navigate to “Edit” > “Preferences” > “Templates”

3. This will show you where you templates are located in your file system

4. Select “Browse” button to navigate to your local file path

5. From you files you can now select the template you are wanting to upload

6. Drag and drop it into the field

7. Click “Save Changes”

8. Refer to Create a Document Signing Template to upload to Stackd

Create a Template

1. Open ConsignO Desktop

2. Open the PDF document that you want to create a signature zone for

3. Select “Create Zone”

4. Define the signature zone’s properties

5. Click “OK”

6. Select “Save As Template” in the navigation bar

7. Input a Template Name and select “OK”

8. This will now be visible under your templates on the left side of your screen

9. Now refer to Create a Document Signing Template to upload to Stackd

Edit a Document Signing Template

1. Navigate to “Templates” > “Document Signing Templates”

2. Select the document you’d like to edit from the list of available templates

3. Edit any field as you feel appropriate

4. Click “Save Changes”

Delete a Document Signing Template

1. Navigate to “Templates” > “Document Signing Templates”

2. Select the document you’d like to delete from the list of available templates

3. Click “Delete”