Create Template in HelloSign

  • Do Items
    • Upload the document that you want people to sign. This can be from your computer or from cloud storage platforms such as Google Drive and Dropbox
    • Then you can assign roles and their titles for this template. These will be the type of people/specific people who will sign certain areas of the document, such as, “Client”, “Accountant”.
    • There are various fields that can be added to a document (see above). These can be dragged and placed and adjusted to where the blank space in the document is. It can also be assigned to a role. Note, if you create multiple roles, they must have at least one field assigned to it.
    • After all the fields have been added to the document, you can select if someone would need a copy of this document and assign them a role.
    • Then you can name the template and provide an optional description.