User Tools

Site Tools


share-template-via-template-library

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
share-template-via-template-library [2018/10/09 01:41]
Mahender Bist [How can I save a template from template library as my personal template]
share-template-via-template-library [2018/10/09 01:47] (current)
Mahender Bist [How can I save a template from template library as my personal template]
Line 9: Line 9:
   - Templates will now appear under template library. You can click on the library name and delete or add users anytime. {{:​share-temp5.png|}}   - Templates will now appear under template library. You can click on the library name and delete or add users anytime. {{:​share-temp5.png|}}
  
-===== How can I save a template from template library as my personal template =====+===== How can I save a template from template library as my personal template=====
  
 To save the template library template as your personal one, you will need to create a draft document and then save as template in your own account. You need to follow the below steps: To save the template library template as your personal one, you will need to create a draft document and then save as template in your own account. You need to follow the below steps:
  
-  - Select template and click on '​Send'​ button {{:​esign-template-send.png|}} +  - Select template and click on '​Send'​ button{{:​esign-template-send.png|}} 
-  - Add the names of the recipients (You can put any names as you will not be going through the sending process), and click on '​Continue'​ at the bottom right corner of the 'Send Template'​ screen {{:​esign-template-continue.png|}} +  - Add the names of the recipients (You can put any names as you will not be going through the sending process), and click on '​Continue'​ at the bottom right corner of the 'Send Template'​ screen{{:​esign-template-continue.png|}} 
-  - Select 'Save as Template Copy', name the template and press '​Create Template'​. Template will be saved under your personal template tab. {{:​esign-template-save-as.png|}} {{:​name-esign-template.png|}}+  - Select 'Save as Template Copy', name the template and press '​Create Template'​. {{:​esign-template-save-as.png|}} 
 +  - Template will be saved under your personal template tab.  ​{{:​name-esign-template.png|}}
  
  
share-template-via-template-library.txt · Last modified: 2018/10/09 01:47 by Mahender Bist