Autofill
allows you to set up and complete all your details once, these details then populate
into each document you create without having to re-enter them.
- Login
to eSign
- Select
“Settings” on the top navigation bar.
- Select "Auto fill settings".
- Select
your role on the documents > If you are a property practitioner check the
box to “Setup as Property practitioner”.
- Complete
each field shown. If the field is not applicable or changes on each document,
leave it blank.
Example: If you use a different Trust account for certain
properties you can complete the Bank Account Details with the most used trust
account, but when you create a document that requires another bank account to
be entered you will need to re-enter or type over the “auto-completed” field.
- Click
“Save” after each section.