Templates - using a template
1. From the GoodSign homepage click on Dashboard
I'm assuming you've got an account and are logged in. Otherwise, login/regster
2. Navigate to the Templates / API trab
3. Click on options
4. Click on Use Template
This will make a copy of our template - so we can easily send to a new signer.
5. Enter the new name for this document
We'll call this one NDA - For John Ballinger so we can easily find it later.
6. Add the name and email of the signer
This is the person that will sign our document
7. When complete optoins
Email copies and sending CC (carbon copies) to other people. Supports multiple CC addresses, just add a comma between each email
8. Change Reminder Optoins
Automatically remind this signer to complete this document if they don't sign
9. Configure Email Reminders
Send a reminder every 7 days
10. Sharing option (optional)
Allow anyone in the admin team to view this - otherwise it will only be shared to my team.
11. Save
12. Change Signer - if you have more than one
13. Add an extra signer
Click and drag "Sign Here" onto document
14. Adding signatures
Drag and drop the "Sign Here" button from the left panel onto your document
15. Click on Next
16. Type in highlight
Add in an optional message if required
