How do I initiate documents uploaded from Tally for signatures?

Step 1: Login to using your User Name and Password

Step 2: You will see dashboard in the landing page once you login successfully. You will find “Drafts” tab. Click the same

Step 3: You will see “Initiate” icon in actions column against each document. Click the same

Step 4: You will be displayed with document preview. In this step, you can define the signature positions and signatories

Step 5: Click “Send” button to send the document to the signatories.

Leave a Reply 0

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Close Bitnami banner