• How many documents can a single eSignature Template include? Up to 25 documents total, combined across the Upload, ACORD Forms, and Agency Forms tabs. 


  • What's the maximum combined file size for a template? 30 MB across all selected documents, regardless of which tab they came from. 


  • What file types are supported in a template? PDF Only, at this time. On-screen help text confirms this while you're creating or editing a template. 


  • How many signer roles can a template have? Up to six per template. Default roles include Applicant, Co-Applicant, Assigned Producer, CSR, Agency Owner, and Other.


  • Which signer roles are automatically mapped to recipients? Applicant, Co-Applicant, Assigned Producer, and CSR are automatically matched to the corresponding contact with name and email prefilled. Agency Owner, Other , and any custom roles require manual assignment. 


  • Can templates be shared across branches? Yes. During template creation, choose to share the template with specific sub-branches using the Share Template option. If you don't select sharing, the template stays available only to your current branch. 


  • Does applying a template overwrite existing signature fields on an envelope? Yes Applying or updating a template removes any existing signature fields and replaces them with the fields from the selected template. You'll see a caution alert letting you know before this happens. 


  • What happens if I edit or delete a template? Edits apply only to future envelopes - anything already sent, drafted, or in progress stays as is. Deleting a template works the same way: any envelopes already in Draft, Sent, In Progress, or Completed status keep all their documents, signature fields, and signer roles. 


  • What does the expiration reminder do? It lets you customize when a reminder notification goes out before an envelope expires. The default 5 days before expiration, and you can adjust it with a day counter or date picker. The reminder date must fall before the expiration date. 


  • Where are completed eSignature envelopes stored? Automatically saved as a signed PDF to your Document Library in a system-created "Completed eSignatures" folder, named EzSign - {envelope name}. 


  • Can a completed signed PDF be edited or deleted? The signed PDF itself can't be edited, but you can move, rename, or delete it like any other document in your Document Library. 


  • Are eSignature Documents Legally Binding? Yes! eSignature is fully compliant with the requirements and standards of both the E-SIGN Act and UETA, and therefore, 100% legally binding. Our eSignature partner, Assuresign, provides detailed compliance and security information on their website.