How to Modify a Template for E-sign

How to Modify a Template for E-sign: explore the most effective online document editing practices

How long does it normally take to locate a perfect document editor meeting functionality and budgetary requirements? Hard to say, considering the wide range of online tools. Stop wasting time browsing the web on How to Modify a Template for E-sign with minimum effort and cost - use DocHub, one of the most widely-used cloud PDF editors presented on the market.

Why do users choose DocHub worldwide? The answer is there for everyone to see - functionality, simplicity, and affordability. It provides multiple robust features within a very user-friendly interface so that you don’t need to spend time exploring How to Modify a Template for E-sign. All important features are right on hand, and the entire process takes no time, from file upload to producing the desired results.

How to Modify a Template for E-sign in just a couple of simple clicks:

Drag and drop your file to the uploading area or add it from your device or the cloud.
Find editing tools in the upper toolbar that you’ll need to improve your paperwork.
Generate new text content, highlight essential information, or white out what you don’t want.
Draw lines, check and cross marks, and insert pictures or other symbols into your document.
Write comments and notes on updates you’ve made for other parties involved.
Click on the Manage Fields option to update your form with different fillable areas.
Add title and validation type to each field, and set it as mandatory or optional with the right-side tools.
Click Sign to create your legally-binding electronic signature and request eSignatures from other parties.
Download the file, export it to cloud services, or turn it into a template upon edit completion.

And you can do even more than that! DocHub flawlessly integrates with Google services, so you can quickly make any necessary changes to the Gmail inbox attachments with just a click, without saving and re-uploading your files. Register for a free trial and discover How to Modify a Template for E-sign easily with DocHub. Use the most beneficial cloud-based editor and more efficiently manage your electronic paperwork for a reasonable price.

PDF editing simplified with DocHub

Seamless PDF editing

Editing a PDF is as simple as working in a Word document. You can add text, drawings, highlights, and redact or annotate your document without affecting its quality. No rasterized text or removed fields. Use an online PDF editor to get your perfect document in minutes.

Smooth teamwork

Collaborate on documents with your team using a desktop or mobile device. Let others view, edit, comment on, and sign your documents online. You can also make your form public and share its URL anywhere.

Automatic saving

Every change you make in a document is automatically saved to the cloud and synchronized across all devices in real-time. No need to send new versions of a document or worry about losing information.

Google integrations

DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts.

Powerful PDF tools on your mobile device

Keep your work flowing even when you're away from your computer. DocHub works on mobile just as easily as it does on desktop. Edit, annotate, and sign documents from the convenience of your smartphone or tablet. No need to install the app.

Secure document sharing and storage

Instantly share, email, and fax documents in a secure and compliant way. Set a password, place your documents in encrypted folders, and enable recipient authentication to control who accesses your documents. When completed, keep your documents secure in the cloud.

Drive efficiency with the DocHub add-on for Google Workspace

Access documents and edit, sign, and share them straight from your favorite Google Apps.

Install now

How to How to Modify a Template for E-sign

4.9 out of 5

47 votes

In this video tutorial, Fletcher from DJ Event Planner shows how to send an edited contract or document template to a client for an electronic signature. Editing a document may be necessary if a client requests changes or if content needs to be adjusted before sending. It is recommended to edit information within the event to ensure the contract populates correctly. Only edit the contract directly if changes are needed that are not merge tag enabled. Follow the steps in the video to save an edited document to an event and send it for an electronic signature.

Related features

Insert Dropdown Menu Fields in the General Power Of Attorney

Insert Electronic Signature into the General Power Of Attorney

Insert Electronic Signature from the General Power Of Attorney

Insert Electronic Signature to the General Power Of Attorney

Insert Electronic Signature in the General Power Of Attorney

Insert EU Currency Field into the General Power Of Attorney

Insert EU Currency Field from the General Power Of Attorney

Insert EU Currency Field to the General Power Of Attorney

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

Contact us

Can I edit a template in ?

How to edit a template in ? Simply navigate to the Templates page and select the template you wish to edit; click the templates action menu and choose edit. You can amend various aspects of the template, including its name and description, the files, the recipients and data fields.

How do I unlock a template in ?

The Actions menu displays Lock/Unlock Template when a you are viewing a template. Choose this option to enable/disable other users from editing the current template.

Why cant I edit my template?

To edit a template If you do not see the Edit option, check with your administrator regarding your user permissions for templates. If the template is password protected and you are not the owner, enter the password in the Enter Password dialog and click SUBMIT.

How do I create an eSign template?

To create a drag-and-drop eSign document template: Click Automation on the side-bar menu. Tap eSign Templates. Click New template. Enter a template name and add the document that needs a signature. Review the signature request email subject and message, if you want. Add signer roles (and a CCed recipient, if you desire)

How do I create a digital signature for a PDF?

Open the PDF document or form that you want to sign. Click the Sign icon in the toolbar.Added signatures and initials are saved for future use. Type: Type your name in the field. Draw: Draw your signature in the field. Image: Browse and select an image of your signature.

How do I edit an existing template in ?

How to edit a template in ? Simply navigate to the Templates page and select the template you wish to edit; click the templates action menu and choose edit. You can amend various aspects of the template, including its name and description, the files, the recipients and data fields.

How do I create a PDF template?

How to Create a PDF Template Click the Create Template button. Name the template and click Create. The template will be created. Click on template name to edit properties.

How do I create an docHub Esign template?

Creating an docHub Sign template In the top naivigation bar, click Sign Create a Template. Enter a name for the template. Do one of the following to select a document and create a sign template: Click Preview Add Fields. The document is now ready for adding fields. Click Save.

Why cant I edit a template in ?

Note: Your access to templates is controlled by your user permissions, as defined by your administrator. If you cannot create or edit, or even use templates, check with your administrator.

How do I enable edits in ?

0:33 1:49 How to Modify a Document Using Edit - YouTube YouTube Start of suggested clip End of suggested clip Now that you have the document checked out and locked you can open the document with editMoreNow that you have the document checked out and locked you can open the document with edit start edit to launch the application on your local. System edit the document as you

See why our customers choose DocHub

Great solution for PDF docs with very little pre-knowledge required.

"Simplicity, familiarity with the menu and user-friendly. It's easy to navigate, make changes and edit whatever you may need. Because it's used alongside Google, the document is always saved, so you don't have to worry about it."

Pam Driscoll F
Teacher

A Valuable Document Signer for Small Businesses.

"I love that DocHub is incredibly affordable and customizable. It truly does everything I need it to do, without a large price tag like some of its more well known competitors. I am able to send secure documents directly to me clients emails and via in real time when they are viewing and making alterations to a document."

Jiovany A
Small-Business

I can create refillable copies for the templates that I select and then I can publish those.

"I like to work and organize my work in the appropriate way to meet and even exceed the demands that are made daily in the office, so I enjoy working with PDF files, I think they are more professional and versatile, they allow..."

Victoria G
Small-Business

be ready to get more

Edit and sign PDFfor free

Get started now

Discover How to Modify a Template for E-sign with DocHub