How to use the eSign template editor

The GLASS Hire eSign Template Editor makes it easy to transform PDF documents into reusable electronic signature templates. Whether you're creating templates from scratch or managing existing ones, the editor provides powerful tools for configuring roles, adding fields, using merge fields, and standardizing document content.

In this tutorial, you'll learn how to create custom eSign templates, assign signer roles, configure form fields, leverage merge fields and variables, work with reusable content blocks, and start collecting signatures with professionally designed electronic documents.

schedule 4:07

| eSign

What You'll Learn

In this video, you'll learn how to create and configure custom eSign templates using the GLASS Hire eSign Template Editor.

Create new eSign templates from uploaded PDF documents
Define roles for document participants and signers
Add and configure fields such as signatures, initials, dates, and text boxes
Use merge fields to pre-populate recipient information automatically
Work with reusable content blocks and variables
Save and send eSign templates for immediate use

Transcript

0:05 Do you need to turn documents into reusable eSign forms? The GLASS eSign template editor makes it easy.
0:15 First, go to the eSign templates table using the link in the navigation menu.
0:21 You can edit an existing template by selecting it and clicking edit. But in this video, we'll be creating a new one.
0:30 Click the new eSign template button at the top left of your screen.
0:35 If you don't have time to create the template yourself or just want us to handle it, we offer a done for you option.
0:41 Just submit your PDF and we'll take care of the rest.
0:44 But if you rather do it yourself, then choose upload your own.
0:52 Give your template a name and description if you'd like. Then upload the PDF you want to convert into an eSign template.
1:09 You'll then be taken to the eSign template editor.
1:13 Click the question mark icon in the top right for a quick guide on how to use the editor.
1:19 Let's go over some of the highlights.
1:21 First, create roles for each party involved in the document.
1:32 Then, drag fields like text boxes, signature fields, initials, and dates from the toolbar onto the document.
1:44 Control who fills in a field by assigning it a role using the drop down here.
1:52 Click on a field and select the slider icon to configure it.
1:54 Here you can add a placeholder, mark the field as required, mask the value, adjust the color, and more.
2:06 This is where you can set merge fields, which allow you to prepopulate data from a recipient's existing record in GLASS, reducing manual entry and minimizing errors.
2:18 You can view available merge fields in the help panel.
2:20 To use one, select a field and enter the role followed by dot and then the merge field name from the list.
2:29 Merge fields are prefilled but can still be edited by the assigned recipient.
2:37 Next, let's talk about blocks.
2:40 Blocks are reusable sections of content like text, tables, or layouts that help standardize your documents.
2:47 By default, recipients cannot edit the content of a block unless it contains fillable fields.
2:55 You can also include variables inside blocks.
2:57 Variables work similarly to merge fields, automatically filling in data from a recipient's record when the role matches.
3:07 Variables are inserted by typing an open square bracket and selecting from the list.
3:14 Unlike fields, however, variables are not editable by recipients when used in document text, making them ideal for fixed information like company names.
3:26 Look out for our dedicated resources on merge fields and blocks where we'll cover them in greater detail.
3:34 Remember, all changes in the editor are saved automatically.
3:39 When you're finished working, click back to templates to navigate away or click send to start using the template as an eSign document right away.
4:00 Thanks for choosing GLASS.

Not familiar with GLASS HIRE yet?

These videos give a practical look at how GLASS Hire works in real scenarios. You will get a clear view of how GLASS Hire brings onboarding, employee records, and screening services together in one system, so you can see how everything works as a connected process.