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 add signer link for each additional signer and click Next when you are ready to start the e-sign process.
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.
Once the document is open you can select the field type to place from the top menu. You can choose from the following:
After you place a field you can use the popup menu to change who is responsible for completing that field and other formatting options.
If you need to add/remove documents or adjust the signers you can do this by clicking the Settings button.
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.
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.
