How to Edit an Existing Template

This guide explains how to edit an existing template in eSign.

Product Based Knowledge_Plumm Colour Banner_2024

Navigate to the "eSign" feature within the "Hire" section.

To edit an eSign template:

  • Select the template, e.g., "New Offer Letter Template".
  • Click "Edit" to modify the template details.
  • Edit sign dates, signatures, and any additional fields as needed.
  • Choose the editing perspective: candidate or requester.
  • For requester signatures, drag the signature field onto the document.
  • Save changes as a draft or finalise the document.

Product Based Knowledge_Plumm Colour Banner_2024