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today Ill walk you through how to create a doc you sign template start by clicking the templates tab to be brought in the template management screen on the left side youll simply click new create a template at this point youve created a template and now you can start to customize it to fit your use case first step is to name it so that users know which form it is next is to upload the document into the template by selecting from your local drive or one of doc you signs many other options for each person who touches the document Ill add them as a recipient and name them this is defining the order I want the document to automatically route but also acts as a placeholder for tags that Ill cover in the next page for this scenario we have a requester in their director who sign off but there are also scenarios where the VP needs to sign off any time a request is over 50k and the CFO only needs to sign off when requests are over 250 K so Ill add them as conditional recipients on the ne
