{"id":18628,"date":"2024-09-10T06:46:55","date_gmt":"2024-09-10T11:46:55","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=18628"},"modified":"2026-05-17T06:24:57","modified_gmt":"2026-05-17T11:24:57","slug":"how-to-create-an-esign-document-from-an-existing-template-using-bookipi-esign","status":"publish","type":"post","link":"https:\/\/bookipi.com\/au\/guides\/bookipi-esign\/how-to-create-an-esign-document-from-an-existing-template-using-bookipi-esign\/","title":{"rendered":"How to create an eSign document from an existing template using Bookipi eSign"},"content":{"rendered":"<div class=\"intercom-article\">\n<h2 class=\"intercom-article-subheading\">Discover how to select a document from an existing template for electronic signing using Bookipi eSign.<\/h2>\n<h2 id=\"h_ac9ff07463\">How to create an eSign document from an existing template using Bookipi eSign<\/h2>\n<p class=\"no-margin\">Make the signing process easy for both you and your customers, ensuring smooth and efficient operation for your business. Learn how to select a document from an existing template for electronic signing with this simple guide using Bookipi eSign.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_909c830253\"><b>Step 1:<\/b> <b>Click<i>\u2018Contract\u2019<\/i><\/b><\/h3>\n<p class=\"no-margin\">Click<b><i> \u2018Contract\u2019<\/i><\/b> on the left panel menu of your dashboard.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/87dc71a97ea82666e1c48607c446911d80058f986e0619a7c1bd643033504ae4.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 1\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_1e14d71438\"><b>Step 2:<\/b> <b>Select <i>\u2018Send for signature\u2019<\/i><\/b><\/h3>\n<p class=\"no-margin\">Select <b><i>\u2018Send for signature\u2019<\/i><\/b> located at the top of the page.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/6605f4eb5c8dc6fefc603dbe04daf319ce8259914e89722d6ffbfb1a6540ea66.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 2\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_cccbaf99d7\"><b>Step 3: <\/b>Select a template<\/h3>\n<p class=\"no-margin\">From the <b>Suggested Templates<\/b> section, choose a template from the most commonly used options displayed on the dashboard.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/aef2f51ff22cc07e236c02d876edc242afb3fe9208875e14eb6147ea0e3096bc.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 3\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Alternatively, click <b><i>\u2018More templates<\/i><\/b>\u2018 to explore more options.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/d6d68fe80ebecbeabfc51f9f4042e2bfbf3e85c1f88be2b5d4f3e04b3589a3d2.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 4\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_5f2f365610\"><b>Step 4:<\/b> Browse templates<\/h3>\n<p class=\"no-margin\">Click the<b><i> \u2018Template library\u2019<\/i><\/b> tab to browse a variety of our templates across different categories.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/0ca71f29606fadc56f1b04b50d747ad00c418300f5aa432c040a4bf481255fd8.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 5\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Hover your mouse over a template and select<b><i> \u2018Use\u2019<\/i><\/b> to apply it.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/5504de2ea5bdb078b67ea5b7e02bab3880eca34d42b0fb30bc69d9f867213354.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 6\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">To preview a template before using it, hover your mouse over the document and click the eye icon.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/9668af85a629b1cc82772e7dc5fa631c1f84184b6e4899cf37ef9c3fa1945869.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 7\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Once you\u2019ve decided to use the template, click<b><i> \u2018Use template\u2019<\/i><\/b>.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/012c0e473f1314645cd89da2c99d4393cb1398c19756e2adc69f5341af70ec04.png\" width=\"1571\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 8\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">On the other hand, if you already have a saved template, click the<b><i> \u2018My templates\u2019 <\/i><\/b>tab and choose a document.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/0a86d0b7dd922f35cdb7ef9cd93f392e4f9fe1f6f1583a33407bf8a1c3c429d0.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 9\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">\n<h3 id=\"h_2fcb6587b3\"><b>Step 5:<\/b> Add signers<\/h3>\n<p class=\"no-margin\">Enter the name and email address of the signer(s). To add more signatories, click <b><i>\u2018+ Add signer\u2019<\/i><\/b>.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/2e2e9f83fa99fd357981e221fc12f1f15bca664abc2a91e0c4192687305f7f62.png\" width=\"1571\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 10\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Toggle the option if you want to include yourself as a signer.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/b8ca4d0a0c51b7b7a6d38a69803fac773bd13e9ae7df461d4faa076c3f6649d0.png\" width=\"1571\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 11\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_bce84e97d1\"><b>Step 6:<\/b> Click <b><i>\u2018Next\u2019<\/i><\/b><\/h3>\n<p class=\"no-margin\">Click <b><i>\u2018Next\u2019<\/i><\/b> to proceed to the next page.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/6fca881cd5e4a39f805c1700dfe9268134f2c27c6cd5ba566e0d3f7df50398ad.png\" width=\"1571\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 12\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_1f2c972577\"><b>Step 7:<\/b> Add tags<\/h3>\n<p class=\"no-margin\">Your selected template will be uploaded automatically.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/536212d10304747c8304e81e5fba4b1d0673741971dc2786f67a1e8b075cc8a6.png\" width=\"1571\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 13\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Add and assign text and tags to each signer for the fields you want them to complete. Select the signer at the bottom of the page, with each signer having a unique color.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/bd26fab7fb040b3a1f8f87c9b1591cc5a6bbb569323eae935ca9a4a4efdf29b5.png\" width=\"1571\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 14\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Pick the tags from the top, and then drag and place them onto the document.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/111cb637efa83e26e3ce4142daad5d92dd0d7e140b82d64f7425dc8abb4339f0.png\" width=\"1571\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 15\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_160f11bfcc\"><b>Step 8:<\/b> Click<b><i> \u2018Next\u2019<\/i><\/b><\/h3>\n<p class=\"no-margin\">Click<b><i> \u2018Next\u2019<\/i><\/b> to proceed to the final step.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/4cb73a1c98e8ba46f198ecb77453b4cb531136b10eabe221e2c0c409a807d881.png\" width=\"1571\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 16\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_ac88595ed9\"><b>Step 9: <\/b>Finish &amp; send<\/h3>\n<p class=\"no-margin\">Enter a name for your document and select a category. Include other recipients of your document under the <b><i>Add CC<\/i><\/b> field.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/0d17ec2a9f4a2d11970277550d0f7216a026d503b87114dac28564082e96d74c.png\" width=\"1606\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 17\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_67b30a6273\"><b>Step 10:<\/b> Save as a template or send your document<\/h3>\n<p class=\"no-margin\">To save it as a template for future use, click \u2018<b><i>Save as template\u2019<\/i><\/b>.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/86f3d29d44ae5a81e3a84cda8eae7be6078d825be848b8fe857c1d340f477c86.png\" width=\"1606\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 18\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">If you choose to send the document, click <b><i>\u2018Send\u2019<\/i><\/b>, and its status will change to <b><i>Pending signature<\/i><\/b>.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/a9e16785cd06aadd85eb8eb497b78a902f8bcf737b0e5e8763f82e7adcdfd07e.png\" width=\"1606\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi eSign - How to create an eSign document from an existing template using Bookipi eSign - 19\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">After sending your document, you will also have the option to save it as a template. <\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Once all signers have completed the signing, the document\u2019s status will update to <b><i>Signed<\/i><\/b>.<\/p>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_16fec776bb\">FAQs about how to create an eSign document from an existing template using Bookipi eSign<\/h2>\n<h2 id=\"h_2838190102\">Q: Do I need to create a new template each time I need a document?<\/h2>\n<p class=\"no-margin\">A: No, you can reuse existing templates for new documents. Just select the template, make any necessary adjustments, and send it out for signing.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_4aa2cbd61d\">Q: How many signers can be added to my document?<\/h3>\n<p class=\"no-margin\">A: You can add up to 8 signers to your document, including yourself.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_c485f0c997\">Q: Can I replace the template I selected with a new one?<\/h3>\n<p class=\"no-margin\">A: Unfortunately, once you have selected and applied a template, you can no longer replace it with a new one. Please make sure the template you choose is final and correct.<\/p>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_53d1a96f8d\">Discover more tutorials for Bookipi Invoice on Web v2<\/h2>\n<p class=\"no-margin\">Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our <a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/\" target=\"_blank\" class=\"intercom-content-link\">Web v2 guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Make sending invoices anytime and anywhere even easier by downloading the Bookipi Invoice mobile app and check out our <a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">mobile app guides<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Discover how to select a document from an existing template for electronic signing using Bookipi eSign.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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