Reusable Forms (Pro feature)

To create a reusable form that you can have any participant sign on your site or by emailing the URL, start by uploading a document as normal (please see the Sending Documents for e-Signature articles).

When you get to the Add Participants screen, click the +Advanced link at the bottom right.

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This will open the Advanced sidebar. 

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Click the Make this a Form button.

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Confirm to making the document as a reusable form.

Only one outside participant can be on a reusable form. (The sender can be added as a participant also using the I need to sign button.) You will see the participant change to Form Participant.

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Continue to place fields on the document as normal.

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Enter the Document Name and press the Save As Form button.

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You will get a URL that you can save and use as many times as you like for anyone to sign.

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You can also get this URL on the Documents screen for a Reusable Form.

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