Prepare and Send Document(s) for Signature

To prepare and send your documents for signature, you will:

  • First, define the document, as well as select signers/witnesses and designate their signing order —via Initiate Signing.

  • Second, select the type of signature to be used—via Indicate Signature Type.

  • Third, drag and drop placeholder blocks for signers’/witnesses’ signatures and add any comments—via Indicate Who/Where to Sign.

  • Lastly, review/change any information—and/or add other caveats—before sending your documents—or your document template—for signature, via Review and Send Document(s).

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