How do I upload my template?

How do I upload my template?

How do I upload my template?

To upload the document, begin by using the Classic Templates option available in the menu on the right-hand side of the page (https://screencast.com/t/8Tin9w7r0wfw).


Once you click that, select the “Start from Scratch” option and you’ll see an area where you can upload the FDD. 


Once you have the document uploaded, you’ll be taken to a view that will allow you to create JotBlocks. JotBlocks are the fields you’d like filled out, either with a signature or with text, by the candidate. This video from AssureSign provides more information on JotBlocks and how to create them: https://www.youtube.com/watch?v=Ngvdjn_2SEg.


Please let me know if you’re still having questions with AssureSign by submitting a ticket to help@naranga.com.

    • Related Articles

    • Importing Leads into the System

      Importing Leads into the System Sometimes, you will have an Excel spreadsheet that has several leads you wish to enter into the system. Entering them manually one at a time is both a tedious and unnecessary step. Fortunately, there is a way to ...
    • Lead Automation Process

      Lead Automation Process Step #1: The below setup will initiate the leads from internet portals and corporate websites getting into Lead Management automatically. Your unique email identifier (campaign####@mail.emaximation.com) needs to be linked to ...
    • Parsing Steps

      Parsing Steps Step #1: The below setup will initiate the leads from internet portals and corporate websites getting into eMax automatically. Your unique email identifier (campaign@mail.emaximation.com) needs to be linked to your submit button on your ...
    • Lead Automation

      Lead Automation The below setup will initiate the leads from internet portals and corporate websites getting into Lead Management automatically. All lead forms need to be sent to the following in, plain text format: Company Name – ...
    • Trackable Links

      A trackable link is just what it sounds like, a link that is inserted into a campaign email that sends a notification when the prospect clicks on it. This allows brokers to know which prospects are more serious about their concept. Trackable links ...