How to provide comments in workflow before sending for signatures?

Step 1: Login to www.emsigner.com using your user name and Password

Step 2: You can initiate signing process in just 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 on to the next step.

Step 4: Specify Participants: In this step, you can specify participants who need to sign the document.

Step 5: Before Clicking “Save and continue” button to move to next step, you can add comments in “Enter Comments” text box and click “Post” button to pot comments.

  • You can check “Notify All” checkbox to notify all signatories associated with the workflow on comments entered

Step 6: You will also have option to edit or delete the posted comment before signing.

(Or)

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 view menu under action column. You can click the same to directly add comments to the document. You can check “Notify All” checkbox to notify all signatories associated with the workflow on comments entered
  • 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 up to 200 characters in comments box.

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