Getting the same document signed over and over again? Create & save documents with placeholder recipients and fields as a template so you can save time.
Currently, you can only set a preset for SignAnything
Step by Step
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Create a SignAnything
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Once you have uploaded the document, you can start adding signature boxes, custom text boxes, check marks etc.
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Once you are ready, click save as preset and give it a name (or choose update current preset if you are making changes to an existing preset)
4. After saving the preset, this will become available in the dropdown for you to use, select the preset you want to use
a. When you create your next SignAnything with a preset you can still make changes to the preset such as the textbox etc
Reach out to Realtair Support Team at support@realtair.com if you would like to make the preset available to all team members in your office.
We can also help delete old presets that are no longer required / outdated.
At this stage, we can’t rename an existing preset, but you can create a new one, and reach out to our support team to delete the old ones
5. We will load the template you save
6. Give this document a name, and click create
7. Make any changes you would like for the document, click save and send it to the signers to sign.
