The Documents Page

The Documents page is where you can:

  • Prepare and send a document out for signature (after you’ve uploaded it). On this page, you will:

    • First, identity the document—and select signers/witnesses and their signing order (via Initiate Signing Details).

    • Second, select the e-signature to be used for signing the document (via Indicate Signature Type).

    • Third, tag the page(s) to be signed, set placeholder blocks for signers’/witnesses’ signatures; and add any comments (via Indicate Who/Where to Sign).

    • Fourth, review/change any information—and/or add other caveats, before sending the document out for signature (via Review and Send Document). well as:

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