Here is a 1-minute video of the entire process.
Step 1: Select the document by checking the box
Note: PDF file formats only. The Send for Signature button will not appear if you select a file that’s not PDF.
Step 2: Click “Send for Signature”
Step 3: Input the name and email address of the signer and click “Next”
Step 4: Drag and drop relevant boxes to your document
Step 5: Click “Send” when finished
Here are the email confirmations you will receive: Email Confirmation Video
Here is a video about what the signer will see and experience: Signer Video
An important note about the audit trail: Audit Trail Video
How to initiate an electronic signature for 2 or more signers
Watch this video tutorial.
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