SearchX eSigningApplying a Template Overlay to a Pre-filled Form
Upload a form you have already completed in your forms provider, then overlay your template's fields onto it so signatures and dates land in the right place.
If you prepare your documents in a forms provider — a general tenancy agreement with the property and tenant details already filled in, for example — you can upload that completed form to SearchX eSigning and overlay a template on top of it. The template supplies the recipients, signature and date fields; the form supplies the content.
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This works with any template and any document, as long as the template was built on the same version of the form you are uploading.
Upload the completed form
Click Send an envelope and upload the form you exported from your forms provider.
Apply the template
Click Actions on the right side of the document and select Apply template, then choose the template that matches the form — for example, a tenancy agreement template set up for two tenants.
Check the prepared document
Open Prepared documents. The template's fields are overlaid on your form: the roles are assigned, and the signature and date fields are pre-placed for each recipient. If the form is the same version the template was built on, everything should line up — but fields can move slightly, so check each page before sending.
Name the envelope and send
Give the envelope a name (for example, "123 Smith Street Tenancy Agreement"), select a message template if you use one, choose a group if you are sending on behalf of one, and click Send envelope.
If your forms provider has updated the form since you built the template, update the template first — see Updating a template with a new form.
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