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Guide to Creating and Saving Letter Templates Using VIDA Sign

Written by VIDA | Dec 20, 2023 5:10:00 AM

In times like these, the use of technology has become a necessity to enhance efficiency and productivity. One such technology that supports this is digital signatures. By creating digital signatures, the process of document verification and signing becomes faster, more secure, and efficient. VIDA Sign is one platform that offers advanced digital signature solutions, enabling users to create and save letter templates easily.

Introducing VIDA Sign

VIDA Sign is a digital signature platform designed to streamline business processes in managing documents and transactions electronically. One of the standout features of VIDA Sign is its ability to create and save letter templates, allowing users to use documents repeatedly without having to recreate them from scratch each time they're needed.

Steps to Create and Save Letter Templates with VIDA Sign:

1. Log in to Your VIDA Sign Account

Firstly, open the VIDA Sign application or access it through a web browser, and log in to your account.

2. Choose the Document to Be Used

After logging in, click "envelope here" and select the document you want to use as a template.

3. Add Recipients If Needed

If the document requires signatures from more than one party, click "Add Recipient" to add additional recipients.

4. Drag and Drop "Fillable Fields"

Drag and drop the "Fillable Fields" columns to their appropriate positions in the document, where recipients need to fill in information or sign.

5. Save the Document as a Template

After arranging the document as needed, you can save it as a template for repeated use. Click the "More" menu, then click "save as template", fill in the template name and department, then click "save".

6. Send the Document

After saving the template, click "send" to send the document to the recipients.

7. Access Saved Templates

To access the saved templates, click the "Template" menu on the VIDA Sign dashboard.

Benefits of Digital Signatures and Letter Templates

Using digital signatures and letter templates with VIDA Sign provides several significant benefits for businesses, including:

1. Efficiency

The process of creating and sending documents becomes faster and more efficient, as there's no need for manual processes that consume time.

2. Security

Digital signatures ensure the authenticity of documents and reduce the risk of forgery or misuse.

3. Cost Savings

Using digital signatures and letter templates helps reduce costs related to printing, shipping, and storing physical documents.

By creating digital signatures and letter templates with VIDA Sign, businesses can optimize their administrative processes, improve productivity, and provide a better experience for their users.

Conclusion

Creating digital signatures and letter templates with VIDA Sign is a smart and efficient step for modern businesses. By following the steps above, you can easily create and save letter templates for repeated use, saving time and effort in your business processes. Don't hesitate to adopt this technology and make it an integral part of your business strategy to confidently and effectively tackle future challenges.