Send Agreements from a Template in eSign.AI

send agreements from a template in eSign.AI

send agreements from a template connects this product task with the wider agreement workflow. The video demonstrates how to choose an existing agreement template, add recipients and required information and start a signature request from the template.

What you will learn

• Choose an existing agreement template
• Add recipients and required information
• Start a signature request from the template

This workflow helps agreement senders standardize document preparation, recipient setup, and repeatable sending operations.

Continue with the Template management guide for configuration details and related eSign.AI capabilities.