Initiate, Sign & Send (Web)

Step 1: Open the email in which the document is present. Click on the More actions icon. In the list click on the “emSigner” icon.

Step 2: This will open a window at 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 it will be shown in a separate tab. Add the relevant signatories, drag, and drop the signature place holder to the required location in the document. If you are a signer, please complete signing and click on “Sign and Send”.

Note: Allow the pop-up if it is blocked by the browser.

Step 4: The document is signed successfully. The Signed document can be accessed through the Completed Tab in the User’ Account Dashboard.

If there are more than one signatory, then an email will be sent to the second signatory with the link to preview the document and sign.