When logged in navigate to Templates on the left side navigation then click on Library

Scroll to the bottom of the library where you should now see the SSG Template Package

Click on the Shareholders Service Group box and then click on Install Template Package button.  You can click on the Preview button to the right of any of the templates to preview them.

You'll now see a Custodial Templates subsection in your library.

In this subsection, you can modify the templates by clicking on the thumbnail of the form you wish to edit, and clicking the "Configure" button in the drawer that will appear on the right side.

In the Configuration settings you can select how do you wish your clients to sign the form: you may choose between using PreciseFP e-Signature elements or handling the process yourself. To disable the PreciseFP signature in your template select "No".(You can learn more about our e-Signatures here.)

The templates will then be able to be previewed by clicking on the "Preview" button, next to the "Configure".

For more information about how to use the templates:

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