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Initiate, Sign & Send (Desktop)
Step 1: Open the document that needs to be signed. Click on the emSigner Add-in present in the Home Ribbon.
Step 2: A pop-up at the right will open. Click on the “Sign Document” button.
Step 3: A message “Please wait while uploading…” will be shown. The document will be uploaded in emSigner and a pop-up with the preview of the document will be opened in a new window.
Step 4: Add the Signatories; Drag and drop the Signature placeholders.
Step 5: Click on the Signature place holder as you are the first signatory. Select the signature and click on “Apply and Preview.” Click on the “Send” button.
Step 6: The document is sent to the second signatory in the workflow. The Signed document can be accessed through the Completed Tab in the User Account Dashboard in the emSigner application.