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hello this is kerem with tax dome in this video i will show you how to make and use signature templates what you will want to do first is go to your settings page then the templates tab and then click on signatures this is where you will create new or edit existing signature templates click on create template and then from there you will have to upload a pdf file once you do that you will get to the signature editing screen here you can drag in the signature fields for the correct people you can add more signers if necessary by using the edit signers option ill add fields for two signers once you have placed your fields the way you want them click on save now lets navigate to the clients info page so that you can see the account signing order in the info page you will have this button right above the linked contacts you can easily set up the signing order here and now whenever you use a signature template it will automatically select the signers based on this order right here now le
