> For the complete documentation index, see [llms.txt](https://mesuite.gitbook.io/mesuite-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://mesuite.gitbook.io/mesuite-docs/signme-guide/how-to-upload-a-new-document-template-in-signme.md).

# How-To: Upload a New Document Template in SignME

***

### Overview

Once you’ve logged into your account on [app.mesuite.com](https://app.mesuite.com), click on SignME in your list of premium products.

From the SignME Template Page, click the purple “+” button to add a new release template.

![](/files/2cf3cebd2dd818de64254ed14fbeda15d6a5a9ac)

{% stepper %}
{% step %}

### Creating your Document - Part 1 (Adding Document Parameters)

You’ll be taken to the Custom Contract Builder page.

![](/files/2a5f55fdcfd6cd5c0efb49204c6e144d8278fa29)

Add your document’s name and select the type of document you’re uploading.

![](/files/330b807b5b5ddc9940d0faa5f2920fe7b60fb608)

#### Document Fee

Select whether this document has a fee or not.

![](/files/f67a0f9b59bc462f550003652b988f84cdc026cd)

#### Smart Folder Tags

This step is optional. If you already know how you will organize signed contracts, create a pre-tagged document with a Smart Folder Tag.

Example: duplicate your Master Appearance Release document, rename it (e.g., "Appearance Release - Applebee’s Scene"), type the Smart Folder Tag, then press ENTER to attach it (it appears as a gray button).

![](/files/9dcc652f0edbf851740fbc58903b8b7c2ee5d3c6)

Note: If you do not press ENTER and see the tag in your display dialog, the document is NOT connected to a smart tag and will not auto-sort.

Tip: If organizing by shoot day, you can add a code like #### as a Smart Tag, then change the #### name in Document Manager to auto-sort for that production day.

![](/files/754ef39a7c0bdc045482559c7472d7aa84abd014)
{% endstep %}

{% step %}

### Creating your Document - Part 2 (Adding Legal Language and Signer Fields)

Once you’ve finished adding your basic release information, click Next at the bottom right to move to the contract builder.

#### Contract Builder

This section is where you paste the release provided by your legal team into the window.

![](/files/f6b052db70f313371cfbb162c3d7ad841565052d)

Recommendation: get the document in a Word file. If you received a PDF, open it in Word to preserve formatting. Copy-pasting directly from a PDF often introduces formatting errors.

Select all legal language and copy/paste it into the contract builder window.

#### Adding Signer Fields (Selecting Required or Not)

After adding legal language, navigate to the appropriate spots and select the corresponding field from the sidebar.

![](/files/c6aa8e7bb9904956b2e099fe0ff633c3c28cb2d7)

Use the required field toggle to mark fields as mandatory or optional.

![](/files/490d5d53bfc4f4604c66f915c272a3c338589f12)

Required fields are highlighted in red.

![](/files/248b32a1fe3878b87924efb208c7e47bf430cc92)

You can delete underscored placeholders and add signer fields instead. Example: replace the underscore line for "Owner" with a signer block for "Owner Name".

![](/files/e1a4904be8902dbd995d4adc88f81cebd48c1664) ![](/files/ee34a0431920bc4a3e22a6401d2acbe4d8d4f198)

#### Adding an Image or a Selfie

To require a photo or selfie attached to the contract, add an Image field and set whether it’s required.

![](/files/8489b4a3b27f897f79235c1a7d897e509874364e)

#### Guardian Clause

If you have a guardian clause, add guardian information, but do NOT make it mandatory unless the contract is for minors only.

![](/files/78b76fb74d4100080564d25421b66d61c1bab9d7)

When done adding all signer fields, click Next.
{% endstep %}

{% step %}

### Creating your Document - Part 3 (Preview and Submission Options)

#### Preview

Preview how the contract will look to the signer.

![](/files/36be8b1de0efc911f68aa23c05ef49b8cf3eff5a)

If everything looks correct, click Next.

#### Submission Options

Select your submission options.

![](/files/25d9b4d845132d2ef1e2ca501541dd09ffe55184)

New SignME options include allowing a signer to send a signed copy to themselves, or requiring the signer to confirm that information is correct.

Note: Confer with your legal team about allowing signers to send copies to themselves, as some document types have legal requirements.
{% endstep %}
{% endstepper %}

### What’s Next?

After loading your account with document templates, you’ll need to get those documents signed. Follow this guide on how to deploy your documents for signature: <https://drive.google.com/file/d/1T8jDoD2qxPS0afx9ZtKJwYiEOChdbOhl/view>

### Conclusion

Once your document has been created successfully, you can deploy it using SignME.

Let us know if you have any feedback at [support@mesuite.com](https://wordtohtml.net/)

— Team MEsuite