- Knowledge Base Home
- Basil
- FAQs: eSignature and KBA
-
Qbox
-
Basil
- FAQs: General
- FAQs: Signing up for Basil
- FAQs: Adding Clients
- FAQs: User Types and Roles
- FAQs: Adding Team Members
- FAQs: Adding Owner Firm
- FAQs: Folders
- FAQs: Documents (Files)
- FAQs: Moving Files
- FAQs: Restoring Files
- FAQs: Tasks
- FAQs: Projects and Workflow
- FAQs: eSignature and KBA
- FAQs: Storage
- FAQs: Import
- FAQs: Search
- FAQs: Notifications
- FAQs: Billing and Payments
- FAQs: Billing and Invoicing
- FAQs: Calendar
- FAQs: Chat
- Getting Started with Basil
- Basil Help Guides
- Basil Education
Basil: What is an eSignature Template?
If you have a document template that is used repeatedly, you can prepare the document for eSignature, and save the layout as a template. The template will have the eSignature components like signatures, dates, and text fields meant for different parts of the document. It can be reused in the future to quickly prepare that document for eSignature. To create a template, initiate an eSignature for a PDF, and select 'Create Template' to prepare and save the document template.