Introduction
Creating a PDF template in BoloSign allows you to streamline the document signing process by setting up reusable templates with predefined fields and roles. This guide will walk you through generating a PDF template in BoloSign.
1. Click on the "Create", and "PDF template" option
2. Select a PDF through the upload menu
3. Fill all the required details, click "add role" to include multiple roles
4. Click on "Continue" to proceed
5. Select the "role"
6. Add the necessary fields
7. Click and drag the field to place it in a desired position
8. Click on "Edit Field" to customize the fields
9. Click on "Save Template" after making all the changes
10. Fill all the required details
11. Click on "Send Email"
FAQs
How do I create a PDF template in BoloSign?
Click on "Create," select "PDF Template," upload your PDF, fill in the required details, add roles, place fields, customize them, and save the template.Can I add multiple roles to a PDF template?
Yes, you can add multiple roles by clicking on "Add Role" during the setup process.How do I customize the fields in a PDF template?
Click on "Edit Field" after placing a field to customize its size, color, and type.Is it possible to reposition fields after placing them?
Yes, you can click and drag fields to reposition them at any time before saving the template.Do you know if I can save a template and use it later?
Yes, once you save a template, it can be reused for future documents, streamlining your workflow.How do I send the completed template to recipients?
After saving the template and filling in all details, click on "Send Email" to distribute it to the designated recipients.
Conclusion
Generating a PDF template in BoloSign is a straightforward process that enhances efficiency and consistency in your document signing workflows. Following these steps, you can create reusable templates with predefined roles and fields, ensuring a smooth and professional signing experience for all parties involved. This feature saves time and ensures accuracy, making BoloSign a powerful tool for managing document signatures.