eSign Template Creation

• Select eSign Templates from the Navigation Pane
• Click the (+) button to add a new eSign Template
• Create a descriptive Template Name for the document(s) included

• For Example:

• Use“Background Check Authorization” if creating a template for a single document requesting authorization to run a background check

• Remember: The template name must be unique and cannot be edited after the template has been prepared

• Select Continue to Step 2 

• Select the(+) icon next to Documents to add a document to the template
• Browse for the file you would like to add on your device or drag and drop into the Choose File Field

• Remember:

• Ensure your documents are prepared and of high quality
• If adding multiple documents to the template, add them in the order in which you would like them to appear for signing
• It is strongly recommended that you utilize PDF files in templates. However, many file types are supported including: .doc, .docx, .pdf, .ppsx, .ppt, .pptx, .jpg, .jpeg, .png, .xls, .xlsx, .txt, .html, and .gif. To use an unsupported file type, save a copy of the file as a .pdf
• Each file size must be 40MB or smaller. 

• Repeat the file selection step to add additional documents to the template. Once you move to the Prepare step, additional documents cannot be added to the template. 
• If necessary, make changes to your template name, and/or remove or add documents. 
• The Signer Role field will default to Talent. 
  • At this time, Talent is the only available signer role. 
• Select Prepare Template

• Selecting the Prepare Template button will generate a pop-up window within your screen. This module is where you will create your fillable fields and signatures on your documents. 

• Important: This window will only stay active and open for a maximum of 60-minutes. If preparing a complex template, you will want to select Create Template to save your work, and then modify the template to continue working. 

• Click and drag a field type from the left column to the location on the document where you would like the healthcare professional to provide information. 

• Select Continue in the top right corner of the pop-up module
• Optionally, enter a Document Title and Message
  • Document Titles and Messages will be used when sending a single template in a signature request. If you plan to commonly send this template with others, simply skip this step.
• Select Create Template
  • During this time, a Preparing Template loading indicator will be displayed. The larger the template, the longer this will take to communicate the template details between Kamana and our eSign Provider. 

• Inactive
  • Selecting Inactive will move the template from the Available list to the Inactive list. When Inactive, the template will no longer be shown in the Template Selection List when creating a signature request. 
• Modify
  • Selecting Modify will allow you to make changes to the template and settings.