How To Create a New eSignature Request

How To Create a New eSignature Request

The following sections describe how to create a new eSignature request.

Step 1: Upload a Document

(See Figure 1 to Figure 3)

To upload a document, perform the following steps:

Figure 1: EasySign Tab

1. Click the EasySign tab (1) and then the Create New option.

        Result:

        A new eSignature request appears:

Figure 2: Add Documents Tab

2. Click Upload files (2) and select the desired file.
3. Provide a document name (3).

        Result:

        The document is added:

Figure 3: Added Document

4. Click Next Step (4).

Step 2: Invite Signers

(See Figure 4 and Figure 5)

To invite signers, perform the following steps:

Figure 4: Invite Signers Tab

1. Enter the details of the first signer (5).

       Result:

        The signer information is updated:

Figure 5: Added Signer

2. If required, add another signer (6) and repeat step 5. 
3. When you are done, click Next Step (7).

Step 3: Edit the Document

(See Figure 6 and Figure 7)

To edit the uploaded document, perform the following steps: 

Figure 6: Edit Documents Tab

1. Use the Marking fields (8) to define the required fields for providing singer information and signature (9).

       Result:

       The fields are updated:

Figure 7: Updated Fields

2. Click Send (10).

NOTE

After clicking send you have an option to enter co-browsing or create another form.

Step 4: Initiate the Signing Process

(See Figure 8 to Figure 11)

After clicking Send, the form creator receives an email with a link to the process for co-browsing purposes (if co-browsing was enabled). 

Figure 8: Form Creator's Email Example

The rest of the signers receive their emails in the order in which they were invited (unless parallel singing was allowed). 

Figure 9: Signer Email Example

Once the link is clicked, the document appears and the defined fields are marked and stating the information such as:

• Type of information to provide.
• If required or not.
• Which signer is assigned to the field.  

Figure 10: Fields for Information Input

Figure 11: Completion Emails Examples