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Edit E-Signature Template

co_and_own.pngE-Signature Templates allow your organization to upload and map E-Signature forms for New Hires with options to add co-signers and rules for automatically assigning specific documents.

If you ever need to edit an E-Signature template, edit rules, change assign schedules, etc... click Settings from the navigation bar and select E-Signature Templates from the Onboarding Plan section of the left-hand panel.

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From the E-Signature Templates page, navigate to a specific E-Signature template and click the inline ellipsis underneath the Action column.

Use the dropdown menu to navigate to any of the three pages included in the Edit E-Signature Template flow.

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Note: A counter signer cannot be changed when assigning documents to an employee. Likewise, any changes made to the template will not update documents already assigned.