CaseActive also allows you to create an E-sign using a template. This helps you create an E-sign fast without following the procedure of creating an E-sign every time you want to make an E-sign. Follow the given steps to create an E-sign using a template.

• Login to your CaseActive Account and click on the LOBBY button of the Hub.

• You will land on the user dashboard of that hub. From here, you can access all the cases in this hub that you have been assigned to. Now click the “Open” button of your targeted case.

• Click on e-signs and click on + New to create a new e-sign.

• Click “Templates,” then select the template you want.

Note: The templates can only be created by admins and only roles that the admin grants access to will be able to see them.