• How to video:

Click the ‘NEW’ button and select ‘USE A TEMPLATE’.

use the template 1


Select template to use

use the template 2


Select Recipients

Here you can select the recipients and customize the email that gets sent out.

use the template 3


Once on the ADVANCED EDIT, you can add more documents to the envelope, recipients and customize the message to all recipients.

use the template 4


  • Fill in names
  • Hit Next
  • SEND
  • Video Included: Video Included