Creating the Signature Package

E-Sign

After you generate a document or document set, you have the option to add an electronic signature ("e-sign"). To do so, click the "e-Sign" button.

Screen Shot 2020-11-06 at 8.49.26 AM.png

Creating the Signature Package

After clicking the eSign button, you will see a screen listing the documents in your current set. You can choose which documents to include in the signature package.

Next you will choose who will sign the package: you, you and others, or just others.

Next you will place the signature and date box(es) on the document(s) in the package. If you are signing the package you will have the option to draw your signature, type, or upload an image.

The last step is to create a cover (email) message to include with your signature package.

Once submitted, you will see a list of all your signature packages along with the current status of each (Completed, Pending, Declined, Draft).


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