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How to e-sign a document using an electronic signature

Creating and signing an online document within the E-Sign platform is easy

Learn how to e-sign a digital document with an electronic signature, your important documents are sent to the necessary parties to collaboratively e-sign with yourself, within a user-defined e-signature workflow.

How to e-sign a digital document – step by step guide

How to e-sign – step 1

Upload a new document by either dragging it anywhere onto the dashboard or select ‘upload a doc’ and then select the digital document you wish to e sign. Alternatively, you can sign a document you have previously uploaded using the ‘document uploads’ option.


How to e-sign – Step 2

Once you have selected your chosen document, then choose from the signing options, we will choose “Co-sign” here.


How to e-sign – Step 3

Enter the signer’s details into the dedicated fields as shown. If you require more than 2 signers then simply select ‘Add another Signer’.


How to e sign – Step 4

If you require the document to be signed in a specific order, it’s at this stage the ‘Use sequential signing’ option would be selected. The order of names entered into each numbered box defines the flow of the documents to your recipients for signing.


How to e-sign – Step 5

You can also attach other documents to be signed or supporting literature for your recipient to view as part of the notification email. Within the description section is the opportunity to create the bulk of your email body, within which you could describe to your recipient the requirements you need to complete the document transaction.


How to e-sign – Step 6

You are now presented with your document and the ability to place the signature placement fields onto the document. You can alternate between the choices of whose signature to place on the document by clicking and highlighting in red. Once the signer’s name is highlighted in red, drag and drop your signature field into the required place on the document.


How to e-sign – Step 7

Review the document and the recipients.


How to e-sign – Step 8

Send the document.


How to e-sign – Step 9

Select ‘Sign document’.


How to e-sign – Step 10

Add your signature and wait for the Co-signers to complete the process.


Most frequent how to e-sign a document pack questions

Everyone involved in the signing of an individual document will receive an e-mail notification of whenever another party has signed. You can see who else is involved in the document signing process by clicking on the document. On the right hand side of the document is an audit column. Here you can see who else is involved in signing. Who has signed the document so far, who is still to sign, and who has declined.

Please see E-Sign’s ‘User Guide’ for step by step instructions, or watch the easy to understand Co-Sign tutorial video.

If you have sent a document from your own email address to your own email address, E-Sign recognise this and places the document in your E-Sign inbox on the dashboard. Consequently, an email notification will not be sent. If you would like to test the E-Sign platform, then please use a different browser with a different email address.

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