Templates, forms and documents
Communication Templates
Navigating the Communication Template Library
Navigate your way around the Communication Template Library
Communication Templates: Use the HTML Editor
Add communication templates to maintain cohesive communication across your organization.
Use merge fields in templates
Insert personalized details, signing links, and images into templates with merge fields.
How to Save Commonly Used Blocks
Save blocks to use again with the HTML template builder
E-Signature
Navigating and Managing the Aptly Sign Dashboard
Easily manage all your e-signature documents in one place
Create an Aptly Sign template
Create and review a reusable Aptly Sign template from a PDF, blank pages, an existing template, or AI with Premium access.
Send an E-Signature Document from a Card
Send E-Signature Documents from any workflow.
Setting Up Notifications Based on E-Signature Status
Use E-Signature fields to send notifications, assign tasks, or change stages.
How to Sign an E-Signature Document
Sign or countersign an Aptly Sign document
Automatically Create an E-Signature Document with Automation
Configure, test, and monitor a Create eSignature automation in Aptly Sign.
How to Download or Print a Completed E-Signature Document
Download or print an E-Signature Document for your records.
Deleting a Sent Document in Aptly Sign
Delete a sent document in Aptly Sign
Add Aptly Sign as a View to a Board
See all Aptly Sign documents sent from the board in a special view.
Copy and share a signing link in Aptly Sign
Share a link to an Aptly Sign Document for signature.
Reviewing a Document in Aptly Sign Before Sending
Request an internal review before a document is sent to recipients
Create Documents with AI-Generated Templates
Request an internal review before a document is sent to recipients