Send from a template in three steps
Use the quick path: pick a template, add the recipients, send.
In AIMERICA Sign, click Send from template. Three steps: pick the template (its boxes, parties and message come with it), type each signer's name and email and check the email preview, then send.
In this video
Step by step
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For the contracts you send often, there is a quick path. Click Send from template.
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It has three steps: the template, the recipients, and send.
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Pick the template.
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Its boxes, its parties and its message are ready.
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Next, you would type each signer's name and email, check the email preview, and send.
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Need more control? Change settings step by step opens all eight steps instead.
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Continue would create the agreement. Here we stop.
Change settings step by step switches to the full eight-step path when you need more control.
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