The E-sign package can be created under the Checklists, Documents, or Unsorted tabs by clicking the E-sign button from the right-hand side menu.
After that, you should enter the people who should complete/sign the document by clicking the add signer link for each additional signer and click Next when you are ready to start the e-sign process.
Once the document is opened, you can add/remove documents or adjust the signers by clicking the Settings button and selecting appropriate option.
If you want to add/remove documents select Add more forms or upload link in the new pop-up window:
In case you started the e-sign process from the Use forms button, you can select the required forms by checking appropriate boxes and hitting Submit.
If you need to add documents that have already been uploaded to the transaction, please select the Transaction tab to find the required ones.
Once selected you will see the list of the forms you would like to send for e-signature. You can add additional ones by clicking add form link or upload them from your PC and go to the next step by clicking the Next button.
Signers are going to be populated into your e-sign package documents according to the roles assigned to them in the transaction. You can add missing signers or delete not required ones. After the information has been reviewed and adjusted click the Next button.