How to provide comments in workflow before sending for signatures?
Step 1: Login to www.emsigner.com using user name and Password
Step 2: You can initiate signing process in 3 simple steps (with or without workflow) as mentioned below,
- Upload Documents
- Specify Participants
- Sign & Send
Step 3: Upload Documents: Upload the document and click “Continue” button to move to next step.
Step 4: Specify Participants: In this step, you can specify participants who need to sign the document. Click “Save and continue” button to move to next step
Step 5: Sign & Send. In this step, if you are the signatory, you will see “Sign” button. Before signing, as a signatory you can add comments in “Enter Comments” text box and click “Post” button.
Step 6: You will also have option to edit or delete the posted comment before signing.
Step 1: Login to www.emsigner.com using your user name and password
Step 2: You can navigate to any of the tabs (e.g., Pending, Completed) in dashboard. You will see your records in a list.
- Against each record, you will find Comments icon in actions column. You can click the same to directly add comments to the document. You will also have option to edit or delete the posted comment. (or)
- Against each record, you will find view document icon in action column. You can click the same to preview and click “More” button. You will see “Comments” as an option. Click the same to add/edit or delete your comment
Note: you can enter upto 200 characters in comments box.