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

You can give your signature package a title. Use something that makes sense in the context of the document being signed and will be meaningful to the recipient.

You will then select who's signing. Sometimes it will be just the drafter, other times the drafter and others or only others.

If others are involved, you will identify them by name and include their email address. You can also adjust the order that the signature package will be sent.

Only the specific recipients and email addresses identified will be able to view and sign the documents. You can add as many additional recipients as necessary for the document by clicking "+ Add Recipient".

Next, you can provide subject title for the email and a message to accompany the signature package. You can add as many email CCs as wanted to the message who will receive the message, but not the signature access.

Click "Next" when you are ready to continue.



Screen Shot 2020-11-06 at 8.54.41 AM.png

Assigning Signature Boxes

You will then add signature boxes for all the signatories you identified for the signature package.

First, go the page in the document where the signatures blocks is located and then click on the "Add Signature Box For" button and select the signatory. A signature box will appear in the document. You can drag it to the location of the signature block in the document and adjust the size of the box. You can follow this same process for any other signatures in the document.

If documents require multiple signatures from the same person, you can add multiple boxes too.

You can also add date boxes by click "Add Date Box For" and following the same process as you did to with the signature blocks.

Just double check to make sure you associated the signature and date fields with the correct signatory.

Signature Options

If you (the drafter) have assigned a signature for yourself you will be directed to complete your e-signature. There are three options: (1) draw the signature; (2) type it; or (3) upload an image of the signature.


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