How do I get a document signed from the library?

You want to have a document signed that is not part of a transaction. Here's how.

1️⃣ Import document into library
Click on Add, then on Document.

 

2️⃣ Send document for signature

Click on the three dots at the end of the line and select Templating.

 

⚠️ If the document contains only a signature tag, go to the document, click on signature fields and send it for signature..

 

➡️ Match each smartfield to the desired information. Add as much line as you need.

 ➡️ Check the information for the selected accounts, then click Next to send the document for signature.