Video Walkthrough
Getting Started
- Navigate to Templates tab on the left panel and click Create Template.
Select Documents
- Upload the document to be used as a template. Click browse to upload a file from your device, or choose one of the available options like Google Drive.
- Choose between Sequential Signing or Bulk Sending then click Continue:
- Sequential Signing - Use this option to send a packet to multiple signers when all need to sign the same document, such as a lease agreement for two tenants. Everyone signs the same version, which results in one packet regardless of the number of packets or signers.
- Bulk Sending - Use this option to send a packet to multiple signers simultaneously, but each will sign their own copy of the document, such as sending a field trip permission form to all parents in a class. Everyone signs their own version, which results in an individual packet per signer.
Add Roles
- Under Recipient Type, select Sign if the role in question will have fields to complete or will be signing the document. Select Copy if they only need to be copied on the progress of the document.
- Enter a name under Recipient Role, such as "tenant", for the individual(s) who will interact with the document.
- If the same individual will always fulfill the role in question, such as the "HR Director, enter the Recipient Name and Recipient Email, otherwise, leave these fields empty.
- If more than one role has been created, choose between Set signing order or Parallel signing:
- Set signing order - participants sign the document in a set, sequential order. Drag and drop the roles to determine the signing order.
- Parallel signing - participants can sign the document in any order.
- Advanced Options:
- Host a Face to Face Signing - Check this box if all signers will be together in person and signing on the same device.
- ID Check - Requires all signers/viewers to verify their identity (note: this service is billed separately).
- Multi-Factor Authentication - Require all participants to authenticate via email or access code as an extra layer of security.
- Click Continue
Prepare Template
- Using the Signature, Auto Fill, and Standard Fields on the left panel, drag and drop the relevant fields onto the document.
- When a field is selected, use the right Assigned to field to determine which role is responsible for completing that field. Toggle Required if the field must be filled to complete the document. Depending on the type of field selected, additional options such as Text Formatting, Dropdown Options, etc. may also appear.
- Note: If the original uploaded document already had fillable fields, those fields will have imported and either need to be assigned to a role or deleted from the template, as all fields must be assigned to a role to continue.
- The Select Multiple Annotations tool can be helpful to select multiple fields, such as assigning a group of fields to a role.
Review & Save
- Add a Subject and Message that will be used when sending the document to recipients.
- Specify whether the email containing the completed packet should send with a Link Only or a Link and File, which will include an attachment of the completed file.
- Click Finish.
Using Templates
- To use a template, navigate to the eSign tab on the left panel and click Start Signing.
- Select Choose from Templates, then search and choose the desired template.