A document you send again and again? Save it as a template
An engagement agreement, a consent form or a power of attorney: set it up once, and from then on send it to any customer in seconds.
What you set in a template
What stays fixed stays, and what changes gets filled in.
The text
The fixed wording of the document.
Fields
Name, ID number, date or any other detail.
Required fields
The document cannot be signed until they are filled in.
Signature spots
For each party.
Letterhead
Your business's logo and details.
Signers
How many parties and in what order.
Fewer mistakes, less time
When a document comes from a template, there is no copying wording by hand and no forgotten clause. Everything that changes is marked as a field.
- The same wording every time
- Required fields clearly marked
- Your logo on the document
How it works
Create a template
From an existing file or from text.
Mark fields
And signature spots.
Send
To any customer, in seconds.
Which documents to save as templates
Any document you send more than once a month: an engagement agreement, a quote for approval, a treatment consent form, a power of attorney, a sign-up form or a service acknowledgment. The more templates you have, the easier it is to send a document for signature while you are still on the call with the customer.
Questions people ask
Can I upload an existing Word document?
Yes. Convert it to PDF and mark fields and signature spots on it.
Are the fields required?
You decide. A required field that is left empty blocks the signature.
Digital signature in ENIGMA 360°
Send a document for signature on WhatsApp. The signer verifies with a one-time code and signs from the phone, and you get a signed copy with a full audit trail.
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