The “Forms” feature in ClientSide is a great time-saving feature that allows you to quickly store and send for signature your most frequently-used form documents (without uploading them each time).

To create a Form, the person who typically sends it for signature simply uploads the desired form document, enters a document title, writes a template email message and assigns generic Roles for each signer of the document.

When sending the Form to be signed, the sender is able to select who signs where, add or remove fields, and input additional fields, text or his or her own signature.  The sender can also personalize the message for a specific client before sending the Signature Request.

Click Here To Learn More About Roles