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.
- In Lumin Sign, click My templates.
- Then, click Create template.
- Upload your file from your computer, Google Drive, or Dropbox.
- 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.
- Next, specify whether the signers should sign simultaneously or in order. Then, click Done.
- In the following section, you will need to insert the signing fields into the document.
- You can use the drop-down arrow to assign the appropriate signing fields to each signer.
- You can use the drop-down arrow to assign the appropriate signing fields to each signer.
- Then, click Save template.