Follow this step-by-step guide to learn how to add predefined templates to your digital signature forms in Apizeal.
Step 1: Access Your Digital Signature Forms
Once you have logged in to your Apizeal account, navigate to the left sidebar menu and click "SIGNATURE FORMS". Here, you will find the predefined templates and any forms you have already added to your account.
Important: To add a new template, you must have an active Growth Suite subscription. To learn more about this service and how to subscribe, click HERE.
Step 2: Create a New Signature Form
If you are already subscribed to Growth Suite, click the blue "NEW SIGNATURE FORM" button.
Step 3: Enter the Form Name and Description
A new window will appear where you must enter a name for your new form. You can also add a brief description to help identify its purpose.
👀 Note: Form access settings depend on your user role:
Agent: Only your clients will be able to sign the document.
Admin (Agency): You can adjust the access settings to share the form with your agents.
Step 4: Select a Predefined Template
Click the template dropdown menu to select the template you want to use. By default, Apizeal offers five predefined templates, available in both English and Spanish:
CMS Consumer Consent Form (included with your administrative license).
Consumer Eligibility Request Letter (included with your administrative license).
Georgia Access Consent Form (available with a Growth Suite subscription).
Annual Income Letter (available with a Growth Suite subscription).
Self-Employment Income Letter (available with a Growth Suite subscription).
Step 5: Preview and Confirm Your Template
After selecting your preferred template, a preview will appear on the screen. Review the template to make sure it meets your needs. Once you have confirmed your selection, click the "SUBMIT" button at the bottom of the window.
Step 6: Configure and Customize Your Signature Form
Next, complete the configuration settings for your new signature form.
👀 Note: In the "FORM CONTENT" section, you will see the form exactly as it appeared in the previous preview. You can edit the existing content or add additional text, images, logos, and other elements to customize the form according to your needs.
Step 7: Activate Your New Signature Form
Your newly created form will now appear in your list of available signature forms.
By default, its status will be set to "INACTIVE". To activate the form and make it available to your clients and/or agents:
Locate your new form in the list.
Click the dropdown button with the "v" icon on the far right.
Select "ACTIVE" to enable the form.
Your signature form is now active and ready to be shared with your clients and/or agents, according to your configured access permissions.
If you have any questions, please contact our team through the technical support chat from your Apizeal user account. The chat is available Monday through Friday during business hours.
You can also contact us using the contact form available 24 hours a day. You will receive an answer as soon as possible 🤓👍🏼