How do I complete a file from Lumin's template library?

There are a couple of ways you can complete a template - via Lumin or Lumin Sign, read on to find out more.

  1. Search for your desired template in the Template Discovery
  2. Click Preview Template.
  3. Then, click Use this template.
  4. Choose who needs to sign the document:
    1. Myself - template/form will open in Lumin.
    2. Multiple people - template/form will open in Lumin Sign.
  5. Then, select Continue. 

Next, you can proceed with the steps below based on where you are editing your file.

Editing the template/form in Lumin

Here are some of the tools you can use in Lumin when editing your template/form:

TIP: See the full list of annotating tools here

Editing the template/form in Lumin Sign

When the document opens in Lumin Sign, you'll need to follow these steps:

  1. Invite people to sign - click Add Signer. You may add as many signers as required, and they all will be sent an email to sign this document. 
    1. If you don't need to sign it, change your role as a Viewer by clicking this button:
  2. Specify a deadline for signing this document, then click Next.
  3. Next, you will need to prepare the document and indicate which specific field needs to be signed by each individual.
  4. Then, click Apply and proceed by clicking Next. 
  5. Review the document and then hit Send. 

TIP: For more information on using Lumin Sign, visit this link