After creating your SisuSign Templates and Packets, the next step is applying them to transactions so you can send them to your clients for signing. This article will guide you through the process.

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To apply an E-Sign Template or Packet Template to a transaction, navigate to the transaction and click the SisuSign tab from the transaction toolbar at the top.

To apply a Template (a single document), click the Add Esign Template dropdown, choose a template from the list, and then click Add to apply it to the transaction.

To edit an applied Template, click the Edit button to the right of the Template you'd like to update. Updating the Template here will not update any other versions of the Template.

To delete an applied Template, click the trash can button to the right of the template. Deleting the Template here will not delete any other versions of the Template.

To apply a Packet Template, click the Add Template Packet button . In the prompt, from the Choose Packet Template dropdown, select the Packet you'd like to apply.

You can add or remove Templates in this Packet in the Select Templates section. Click to drag and drop templates from the Available Templates section on the left to your Selected Templates on the right. You can also utilize the icons in the middle to move templates to and from your packet.

Click the Create Packet button to apply the Packet to the transaction.

To edit an applied Packet Template, click the Edit button to the right of the Packet you'd like to update. Updating the Packet here will not update any other versions of the Packet.

To delete an applied Packet Template, click the trash can button to the right of the Packet. Deleting the Packet here will not delete any other versions of the Packet.

To send an E-Sign Template or Packet Template from a transaction, navigate to the transaction and click the SisuSign tab from the transaction toolbar at the top.

In the eSign Documents list, click the Preview & Send button to the right of the Template or Packet you'd like to send.

Prior to sending you'll want to verify the data in your template is accurate. In the Verify Data step, you can review and complete both transaction form fields and non-transaction fields from your e-sign template. Any fields left blank here can be filled in during the next step (Finalize Document) or completed by the Signer.

Check the Read Only box to the right of the field if you want to prevent the Signer from editing the field information.

Check the Update Transaction box to the right of the field if you want to update any changes made here to update the information in the transaction form fields.

When ready, click the Next Step button to finalize the document.

In the Finalize Document step, you can review all changes made during the previous step and make any additional edits as needed. This is your last opportunity to ensure that all information is accurate, all fields are completed as desired, and the document is fully prepared before sending.

When ready, click the Next Step button to choose your Signers.

In this final step, you’ll setup the signing roles and configure the email subject and message.

Signature Order

Choose whether to send your document to all Signers at the same time or in a specific sequence. If you select "Send in order," you'll be able to assign a signing order to each Signer individually.

Signature Assignments

Select a Signer from the dropdown menu and assign it to each recipient listed. Once all Signer roles have been assigned, the Send for Signatures button will become active.

You can customize the email subject and message before sending the document.

Default Subject & Default Message

Enter a general email subject and message here if desired. You can also choose to send personalized messages to individual Signers by checking the "Use signer-specific messages" box.

When your ready to send, click the Send For Signatures button.

Once you’ve sent an e-sign template it will appear under the E-Sign Requests section within the SisuSign tab of the transaction.

Collapse the document to review the status of each Signer. The expiration date is automatically set to one week from the date the document was sent.

When a Signer completes the document the status will update and reflect the date of signing. When all Signers have completed the document a date will render in the Completed Date column and the status will update in the Status column.

To cancel the request click the X button found to the far right of the document.