How do I create a template?

Learn the simple steps to create reusable templates for your documents in Lumin Sign, saving you time and ensuring consistency.

1. In Lumin Sign, click My templates.
   
2. Then, click Create template.
3. Upload your file from your computer, Google Drive, or Dropbox.
4. To specify the roles of the signers, click on Add signer roles and select the appropriate titles, such as “Employer” and “Employee”. Then, click Done. 
   
5. Next, specify whether the signers should sign simultaneously or in order. Then, click Done. 
   
6. In the following section, you will need to insert the signing fields into the document. 
   
   1. You can use the drop-down arrow to assign the appropriate signing fields to each signer.
7. Then, click Save template.