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Import Overlay Feature

August 19, 2025

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The Import Overlay feature can be used to duplicate the document overlay of a previously sent document or previously built Reusable Template. This is intended to save time normally spent dragging and dropping form fields when sending a new document or creating a new Template. Instructions

Note:

Importing an overlay to multiple documents at once is not an available feature, however, if using the same document(s) regularly with minor information changes, it’s suggested to use templates.

On the right side of the Document Overlay screen select Import Overlay.
Search the list of document overlays that can be duplicated to your new document.
Click the document from the listing.
Select the proper signer for each component
Click Import.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Import Overlay Feature

August 19, 2025

Contributed by:

August 19, 2025

Contributed by:

Import Overlay Feature

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