How to initiate a legally binding e-signature

Created by Tony Louie, Modified on Wed, 30 Apr at 7:13 AM by Tony Louie

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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