The home screen dashboard shows you a overview of the current situation. The following information is displayed here :
- Overview :
status of the sent bundles
- Continue draft :
the user can see all his current drafts and continue to work on one of them.
- Use template :
start a new draft by using one of your existing templates.
Click the "New" dropdown to start sending a new document for signing :
You have the following options :
Send a new document or bundle
: choose this to send a document (or a collection or documents grouped in a bundle) for signing.
Sign a document
: choose this option if you want to sign a document. See also self sign
Use a template
: choose this option to use a existing template
Click the first option to continue the sending process (by clicking "Send a new document or bundle" you are creating a draft
In the first step of the sending process, you'll have the following options :
: upload a document to sign directly from your computer.
: get a document to sign from one of the supported cloud providers : Dropbox, Box or OneDrive.
: use a existing template and import the list of files and recipients from that template into the current draft.
Please also see the recipients section
Depending on the type of bundle you want
, either click "Add Recipient" or "Add Bulk Recipient".
Recipients can be added from 3 sources :
: add the recipient details directly.
: add yourself as a recipient.
: select the recipient from the contacts list.
: import a csv file with multiple recipients (this is only for bulk bundle).
Here is the information required for each recipient:
: the recipient's full name.
: the recipient's email address (make sure is spelled correctly because the sign notification is sent by email).
: the type of the recipient. See also this for more details
: add specific authorization for recipient. See also this for more details
: add a personal message specific for the current recipient.
The following options are available for a draft :
Message to all recipients :
- this has 2 values : Subject and Message. These will be part of the email notification sent to all recipients.
Clicking the "Options" but allows setting the following options :
this is the draft name.
reminders for recipients can be enabled from here. The following options are available :
Send reminders every x days : the recipient who haven't signed the document will receive a "reminder" email notification.
Warn signers x days before the document expires : the signers will receive a final "warning" email that the document will expire soon.
The expiration date (in number of days) can be set for the document here. Maximum allowed value is 36 days.
After adding the recipients, click Next to assign signature fields for recipients.
Depending on the number of recipients, when the "assign fields" page" is opened, the following options are available :
- for a single recipient, all form fields found in the document will be assigned to that recipient.
- if there are multiple recipients, the following dialog will pop up :
This will allow the user to assign all form fields to a specific recipient. If the user doesn't want to do the assignment (and prefers to the assignment manually, he can click "Cancel").
Clicking on any of the document fields will show a popup that allows the user to manually assign the fields to a specific recipient
Note : all signer recipients must have at least 1 signature field assigned before the bundle can be sent for signing.
If all the recipient data is correct, click the "Send" button in top right corner top to send the documents for signing.