Log in to DocuSign

Click Templates at the top of the screen

Click Start -> Envelope Templates -> Create a Template

Enter a name for the template

Under Add documents, Click Upload -> Browse

Select the PDF file you want to use for this template

Under Add recipients, type Applicant in the Role field

Leave Name and Email blank

If multiple people need to sign the document, please reach out to Via Tech Support so that we can coordinate with you to make that possible

Customize Email Subject and Email Message as desired

Select the Envelope Type that best describes what this document is

Click Next

Drag and drop Signature, Initial, and any other desired fields onto their location on the document

After you have placed all desired fields on the document, click SAVE AND CLOSE

If you are not redirected there, go to the Templates tab

Find the template you just made and click the three dots that correspond to it on the right side of the screen

Click Share with Users

Check the box next to Via Admin

Click Share