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This video tutorial explains how to create a template in eForm Sign by uploading a file and adding fields such as signature text. To create a template, go to manage templates, upload a file (such as Word, Excel, PowerPoint, PDF, or image), add or delete signers, specify roles for each signer, and then start adding fields. In the example, two signers—employee and manager—are added, so fields can be added for each signer to fill in by dragging and dropping them onto the template. Fields can be resized and customized by right-clicking on them.
