Do I have option to search the participant using Company name while initiating online signing?

Step 1: Login to 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 on Add signatory and click on signatory position to choose the participant from the list

Step 5: You can enter the company name in search box and matching records will be populated in the list

Step 6: Enter the company name and select the participant from the list

▪ Apart from Company name, participants can be filtered using name and email Id as search parameters

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