Initiate, Sign & Send (Desktop)

Step 1: Open the email in which the document is present. Click on the Sign Document icon in the Home Ribbon.

Step 2: This will open a window on the right with the document for signing. Select the document and the supporting document, if any. Click on “Send for Signature”.

Step 3: The document will be uploaded to emSigner, and the preview will be shown in a popup. Add the relevant signatories, drag, and drop the signature place holder to the required location in the document.

Step 4: Click on the Signature place holder to sign the document. Once the signature is selected, click on “Apply and Preview”. Click on Send.

Step 5: The document is signed successfully and sent to the Second signatory for signing. Once all the signatories sign the document, it can be accessed through the Completed Tab in the User’ Account Dashboard.

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