How to Edit an E-Sign Template
Can I modify a previously saved e-sign template? How to make a change to a previously saved e-sign template, such as to change the reminder settings or add an additional field to fill in? How do I remove the previously added file from the template?
Edit a Template
To edit a template:
- Log into your Encyro account and select Templates from the left menu.
- Then, find the E-sign template you want to edit and click Edit on it.
- Make any necessary changes to the subject, email intro, files, signers, and settings.
- Click Next: Fields and make any changes to the fields if needed.
- Click Save Updated Template near the bottom right. That’s it!
Rename a Template
To rename a template:
- Log into your Encyro account and select Templates from the left menu.
- Then, find the E-sign template you want to edit and click the three dots on it.
- Click Rename.
- Enter the new name.
- Click Save. That’s it!
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