Document Templates of type HTML
An HTML document template uses variables to pre-fill information from tables into the document. You can create how the document looks by defining the header, footer, images, placement of footer, and the text within the template. Using the HTML document template, you can collect e-signatures from multiple participants and generate a PDF document online.
Before you begin generating documents, configure the templates with your company logo and text. Obtain the following items and information to create or configure HTML templates.
- A page of your company letterhead.
- Copies of your current company employment verification letter and offer letter templates, if available.
- The logo image to use in your header.
- The logo image to use in your footer.
The following flow describes how you can use an HTML document template from configuring the
template until signing and generating a PDF document online.
- Configure an HTML document template
- Create participants for an HTML document template
- Insert signatures
- Publish the HTML document template
- Document tasks generation. Note:You can also edit the body of the HTML template and generate a PDF copy before initiating document tasks.