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How to e-sign a document using an electronic signature

Creating and Signing a Document with E-Sign is Simple

Find out how to sign a document using an electronic signature with our step-by-step guide. With E-Sign, your important documents are sent to the necessary parties to collaboratively e-sign within a user-defined e-signature workflow.

How to Sign a Digital Document - A Step by Step Guide

Step 1

To start the document signing process, click “Get Started” in the “New Signature Workflow” section of your dashboard. Alternatively, you can sign a document you have previously uploaded using the ‘My library’ option.

e-sign sending documents for multiple signers

Step 2

Add your document(s) to the signing process, from one of the four options shown here.

send multiple documents with e-sign

Step 3

Enter the signer’s details into the dedicated fields as shown. If you require more than two signers, simply select ‘Add another signer’. You can also add yourself as a signer. If you require the document to be signed in a specific order, select the ‘Use sequential signing’ option. The order of names entered into each numbered box defines the flow of the documents to your recipients for signing.

e-sign document signers

Step 4

You can also attach supporting literature for your recipient(s) to view as part of the notification email. The description section is where you create the bulk of your email body, here you can describe to your recipient the requirements you need to complete the document transaction.

e-sign send multiple documents

Step 5

You are now presented with your document and the ability to place the signature placement fields (or any other fields your require) onto the document. You can alternate between each signature and place in a specific area 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.

e-sign sending multiple documents

Step 6

Review the document and the recipients of the document, then send if happy.

e-sign templates add recipients and attachments

Step 7

Select ‘Sign document’.

e-sign select sign document

Step 8

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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