How to create custom eSign templates: Done For You
Creating custom eSign templates in GLASS Hire allows you to convert your organization's documents into reusable electronic signature forms. With the Done For You option, you can upload your PDF documents and have the GLASS Hire team handle the setup process for you.
This tutorial walks through accessing eSign Templates, creating a new custom template, submitting a PDF for conversion, and using completed templates to request signatures. It's an easy way to streamline document management and signature collection workflows.
What You'll Learn
In this video, you'll learn how to create and manage custom eSign templates using the Done For You service in GLASS Hire.
- Access the eSign Templates section from the navigation menu
- View and manage existing custom eSign templates
- Create a new custom eSign template
- Use the Done For You option to submit PDF forms for conversion
- Understand how the GLASS Hire team completes template setup
- Request signatures using your completed custom templates
Chapters
- 0:06 Set up custom eSign templates in GLASS
- 0:14 Open eSign Templates from the navigation menu
- 0:20 View existing custom templates
- 0:24 Create a new eSign template
- 0:31 Get started if no templates exist yet
- 0:40 Use the Done For You option
- 0:43 Upload your PDF form
- 0:51 Our team handles the setup
- 0:57 View your completed template
- 1:04 Request signatures using your custom template
- 1:10 Conclusion
Transcript
- 0:06 With GLASS, setting up custom eSign templates is easy, especially with our done for you option.
- 0:14 First, click eSign templates on the navigation menu.
- 0:20 If you already have custom templates set up, you'll see them listed in a table.
- 0:24 To create a new one, click the "new eSign template button" at the top left of your screen.
- 0:31 If you don't have any templates yet, click eSign templates.
- 0:35 You'll be prompted to create your first one. Click the "eSign template done for you" button to begin.
- 0:42 You'll be taken to a page where you can upload a PDF of the form you want converted into an eSign document.
- 0:51 Once submitted, our team will handle the setup and notify you when it's ready.
- 0:57 After it's complete, your custom template will appear in the eSign templates table.
- 1:01 From there, you can select it and request signatures the same way you would with templates from our library.
- 1:10 Thanks for choosing GLASS.
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