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A simple walkthrough to help you understand how to create a document template and prepare it for e-signing on your Lexicata account.
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How to Create a Document Template and Prepare It for Signing
Lexicata Tutorials
Lexicata allows you to store templates for common documents that you need signed
Such as engagement letters, retainer/fee agreements,
substitution of attorney forms, etc.
You can store unlimited different versions of your documents, and quickly prepare them for signing by replacing the names, dates,
fees, etc.
This tutorial explains how it’s
done
HINT: ReadThese AND Follow
These
Let’s get started!
If you need help with the HelloSign process, see our other tutorial about How to
Request a Signature
