A new feature has been added that allows users to preview eSignature documents within templates before initiating the eSign process.
Use Case: A user, when preparing to send an eSignature document, can now easily preview the document within a template and make necessary field additions or adjustments, ensuring document accuracy and completeness
Navigation:
- Access the eSignature module.
- Select the “Templates” option from the menu.
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3.Locate the template you wish to use and click on it.
4.In the Actions menu represented by three dots, click on “Use this template”.
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Note: Once you’ve selected the template, you will have the option to add fields and preview the template content before proceeding with the eSigning process.
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