How to use template to send a non-standard agreement: 

1. Upload a document.

2. Click the tag icon and select a template, then save.

3. You do not have to fill in tag fields.

4. Click option to ‘Send for Signature’ and fill in signer details. 

5. Make changes to details as needed (move signer fields if needed, add additional signers, etc.)

6. Click ‘Send,’ change email details, determine order, click send button.


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