Create Digital Document Template
Steps:
Click "Settings" in Top Menu Bar
Click Documents Tab to open Document Templates Page
Click Digital Documents Tab
Click the “+Add Digital Template” Button
Select File from the Computer
Click Open
In Uploading Modal Window:
Click “Proceed” Button
Click “Open in Document Editor” Button
In Edit Document in SignNow Modal Window:
Add Required and Optional Fields in SignNow
Click “Done” Button
(If Needed) Create Document Requirement (Turn On Automatic Assignment)
Click "Create Document using this template for all future Schedulings meet criteria" Check Box
Select Locations in Locations Dropdown
Select Offerings in Offerings Dropdown
(If Needed) Turn on Document Expiration
Select Set Date or After a Set Number or Days in Document Expires Dropdown
Enter Date or Number of Days
(If Needed) Turn on Document Review
Click "Document requires verification by employee" Check Box
(If Needed) Use FunJoin Field Dropdowns to Map SignNow Fields
Click “Save" Button