How do I Upload, Sign and Send?

Step 1: Login to using  Admin user name and Password

Step 2: You can initiate signing process in 3 simple steps as mentioned below,

  • Upload Documents
  • Specify Participants
  • Sign & Send

Upload Documents:

Step 3: On the left side of the panel, you will find “Upload document” option. Click the same

Step 4: You will be navigated to the screen where you can upload one or more documents for signing. Click “+ Upload Documents” and start uploading documents

Step 5: You also have an option to enter “Reference number” in this screen, so that you can use the same to search the document in the system. This is an optional field

Step 6: Once the documents are upload, you will find “Continue” button in the bottom right of you screen. Click the same to move to next step.

Specify Participants:

Step 7:  In this step, you will see preview of the documents that were uploaded. On the right hand side of the panel, you will see two accordions

  • Select Signing Type
  • Specify Signatures and Positions

Step 8: In “Select Signing Type” accordion, you will see two radio buttons. 1. Serial 2. Parallel. Select the appropriate signing type that suits your requirement.

Step 9: In “Specify Signatures and Positions” accordion, you have option to “Choose Template” or “Enter” a new template.

  • If you select “Choose Template” option, then already signatories will be defined. However, you can still add signatories by clicking “Add Signatory” button
  • If you want to create a new template, you should create a template by entering the template name and click “Add Signatory” button to add signatories to the template

Note: If more than one documents are uploaded, repeat Steps 7, 8, 9.

Step 10: Click “Save and Continue” button to move to next step.

Sign & Send:

Step 11: In this step, you will see the signing options (if you are a signatory). Select the same and click “Sign” button in the bottom right

Note You will see additional features like setting password, apply water mark and upload company stamp. These are completely optional.The above mentioned additional features are displayed only when the workflow initiator is also in the signing workflow. If not, only the below listed features (step 12) will be shown.

         Step 12: In this step, you will see additional option to 1. Attach supporting document(s) 2. Share Documents and send Document logs. These are all optional and it is user’s choice to follow.

         Step 13: You will find “Send” button in the bottom right. Click the same to push the document for 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