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How to create a SignAnything template or preset 

This guide explains how to use SignAnything to upload a PDF, request digital signatures, and create reusable templates (presets). This keeps all your documents stored neatly within your campaign folder.

 

 

Getting Started

  1. From your dashboard, open an existing campaign.
  2. Select the Sign tab.
  3. Click Create, and choose SignAnything from the menu.

You will be prompted to select an existing preset or create a new document.

 

How to Create a New SignAnything Document

Step 1: Upload Your PDF

  1. Select the option to create a new document.
  2. Drag and drop your PDF file into the uploader.
  3. Give your document a name (e.g. "Auction Reserve").
  4. Click Create.

Your document will open in the SignAnything editor, with a preview on the right and signer fields on the left.

Step 2: Add Signers

  • Click Add Signer to add as many signers as you need.
  • By default, Signer 1 is the agent. You can overwrite these details if the agent does not need to sign.

Step 3: Add Fields to the Document Place fields onto your document for signers to complete.

  • Signer Name: Click the + icon next to Signer Name and place it on the document.
  • Custom Text: Click the A icon to add a custom text box for details like a property address or reserve price.
  • Signature: Click the + icon next to Signer to add a signature field.
  • Date: Add a date stamp next to the signature if required.

Pro Tip: When creating a preset, rename your custom text fields (e.g., from "Custom Text 1" to "Property Address"). This makes it easier to complete the form later.

You can also allow a signer to complete a field themselves by ticking the Allow signer to fill out box.

Step 4: Save as a Preset

  1. Once you have placed all your fields, click Save.
  2. To reuse this layout, click Save as Preset.
  3. Give the preset a name (e.g., "Auction Reserve Preset") and confirm.

How to Use a Preset

  1. When you create a new SignAnything document, select your saved preset from the list.
  2. Give your new document a unique name (e.g., "19 Bunyip Street Auction Reserve").
  3. The document will open with all the fields you previously set up.
  4. Fill in the required details on the left-hand side.
  5. Send the document for signing.

You have now learned how to create a SignAnything document and save it as a preset for future use.