E-signature overview

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.  

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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.

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Please check the box Assign signer order and put the signers in the required order by drag and drop the lines if this is required.

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Once the document is open you can select the field type to place from the top menu. You can choose from the following:

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After you place a field you can use the popup menu to change who is responsible for completing that field and other formatting options.

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If you need to add/remove documents or adjust the signers you can do this by clicking the Settings button.

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To save your changes simply click Save & close on the top menu. If you are ready to send the package, click the dropdown and select Send for signature.

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If there are fields that should be signed by yourself, just assign them to you. Once you hit Send for signature, a pop-up window will be opened asking Sign & send the package.

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If you need to change the e-mail address of the signer or re-send the document to remind the recipient to sign it, when the e-sign package has already been sent, please navigate to the E-signatures section and click the "..." button.

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In case you need to make adjustments to the already signed document, please click the E-sign button and select one of the options depending on what you are trying to accomplish.

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