How to setup Template
1. From your home screen, under Additional Functions > click Add template to library.
2. Add a name for your template.
3. Click Add Files link and find a document you want to base your template on. Then click Open.
4. Under Template Type, make sure the field Create as reusable document is checked and then choose in Who can use this template.
5. click Preview or add fields.
Now you're in the drag and drop altering environment and here you can add the fields you need.
6. Click on the fields you want to add and drag to the document. You can add a date field, signature fields, and signer info fields. When finished, click Save.
Where to access Template?
1. In your navigation bar click Manage.
2. Under Library Templates you can see the templates you've made.