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Electronic Signatures in Custom Templates

Updated: 2021-02-17

You can add code to your custom templates to indicate where the recipient should place the electronic signature and insert the date signed.

Code Description
{{ CurrentClient.Anchor.Signature }} This code instructs the electronic signature provider to insert the "Sign Here" indicator in the document.
{{ CurrentClient.Anchor.DateSigned }} This code instructs the electronic signature provider where to insert date in the signed document.

If you have a custom Engagement Letter (ELetter) and you wish the workflow to update after the document is signed, you must also set the Signature ID to ELetter in Template properties.

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