Creating Egnyte Sign Templates

Creating Egnyte Sign Templates

Feb 28, 2025

Streamline the e-signature process by creating Egnyte Sign Templates for commonly used documents.

  • Select a document that needs an e-signature then choose Create signing template.
  • Customize the template by adding specific signers or roles and fields like title and date signed. You can lock any properties that users should not adjust.
  • Next add a custom message, request expiration, and choose the folder location for completed requests. Then publish your template. Users can access and use published templates in the Workflows & - - -- Signatures section, under the Templates tab.
  • Make collecting e-signatures faster and more convenient with Egnyte Sign Templates.

To find more learning resources for Egnyte users and admins, check out:
https://egnyte-university.egnyte.com/