Templates can be saved for personal use, group use, or available to the entire account. Create a reusable template – Allows you to create a document or field template for repeated use.For example, the Annual Code of Conduct agreements. Each person gets their own discreet agreement requesting just their signature. Send in bulk – A workflow that allows you to send a document for individual signature to hundreds of people.For example, a membership application or a registration form on your website. Publish a web form – Web forms are documents/forms you can link to or embed into your website that allow customers to generate a signed document.For example, filling out tax forms or permission slips. Fill and sign a document – Used when you need to apply your signature to a document, and then send that signed document to another party.More things you can do– A list of other common actions.Start from library - This allows you to select a library template, or a workflow to start a new agreement.Request Signatures – A quick link to the Send page with the additional option to start the process by attaching a Library document or starting a Custom Workflow (if enabled for your account). Events and Alerts - Clicking the counter opens the Notifications page, opened to the events tab.Clicking the counter opens the Manage page filtered for the agreements that are waiting for you.
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