Your admin team in Indio has the ability to create templates that can be used with Indio Sign. The template will have all the different required fields already mapped and all that is needed from you is to elect who should be filling out what fields.
Applied University:
Creating the E-signature Template
Access Admin, E-signature Templates
The template list is searchable by keywords, can be filtered by creation user, and will display Template Name, number of documents, number of signers, created by, status, date created, and provide options to edit or delete the template.
2. Click Create Template
3. Type a name in the Template Name field, and browse to, or drag and drop your e-signature template file(s). It must be in PDF format and be under 100 megs for each file.
When complete click Next.
4. In the Tool Box area on the lefthand side, drag the tools over to draw your boxes where you'd like the client to sign, check a box, choose a radio button, input their data, fill in a name, or pick a date.
5. When a field is dragged onto the PDF, it will need to be assigned a role. This will determine the person (contact or agent) who will later be assigned to complete the field. Type in the role assigned to the field. Values may be insured, broker, agent, etc.
Once a role is assigned, it can be selected from the drop-down box for additional fields.
6. Repeat for additional values as needed, up to 4 different roles.
7. When complete, click Save and Close. If Save and Close is greyed out, verify that all fields have an assigned role.
8. The E-signature Template will now be available when creating an E-Signature under a Client either under a Submission or as a standalone item under Or Use a Template.
Next steps:
Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com.