Sending a Document for Signature

First - Choose whether you want to send a document for traditional e-signature or if you would like to send a bulk signature request.  For Bulk signing, follow the steps in this helpful article. 

Upload a document from Dropbox, your local drive or you can choose one from your template library. Click Continue.  

Enter signing partners and decide in which order they will sign the document.  If someone is signing "In Person,"  then click the checkbox that says "In-person sign."  Then click "Continue."

If you are using a template with roles assigned, you will need to make sure that every role has been assigned before continuing.  

Assign existing fields or drag and drop new fields over to your documents.  You can edit the text features as well as mark fields as required prior to sending a document to be signed.  

In the next screen, you can choose to add a personalized message to the signer or you can just click continue.  You may also choose to go back to any of the previous steps if you need to. 

If you are in the signing process and are the first to sign, you will then be prompted to "Sign Now" or "Sign Later."  If you choose to sign later, you can come back to your "My Documents" dashboard and find your document waiting for you to sign whenever you want.  Just click the "Start Signing" button to the right of the document.