Import Overlay Feature
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.