In the left panel, go to the “Set Up” menu and click on “Document Templates.”
2. This section displays your documents and provides options to edit and assign them to all packages or a selected package.
3. For edit your template you just need to click on edit template and the document edits will display
4. The right panel provides tools for adding text fields and signature placeholders, which will appear during the eSignature process.
5. Once you add a field, you’ll have the option to set it as “Required” or “Optional” by selecting the checkbox.
6. Click “Add New Template” to create a new one. You can add fields and change the template name anytime by clicking the pencil icon.
