Basil: How do I apply an eSignature Template in Basil?

This article is intended users under the Basil Advanced plan. Basil Simple users can refer to this article.

To apply an eSignature Template, click the three-dot menu for the document, and select 'eSignature'. Select 'Apply Template', and select a template. Enter an email address for each user role saved in the template, and select 'Apply Template'. The eSignature components of the template will appear on the document, with the users already assigned. Select 'Save & Send' to send the document for signatures.