• Under “Documents” go on “template editor”
  • Create a new document or edit the appropriate Text Editor Document
  • Click “Edit Document Settings”
  • Choose the number of user signers in the document
  • Save the document settings
  • Put the cursor in the desired location in the document body
  • Click the “HelloSign” dropdown and scroll until you find the Signature field for the appropriate user signer
  • Repeat 5 and 6 for all locations that the user needs to sign
  • Click “Save Template” to save the changes to the document template

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