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- FAQs: eSignature and KBA
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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
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- FAQs: Chat
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How do I use a saved eSignature Template in Basil?
If you have previously saved an eSignature template for a document, initiate eSignature for the document, and select 'Apply Template'. Select the template you would like to apply. Assign email addresses for the user roles, then click 'Save and Send' to send the document for signatures.