In this section, you will learn how to complete and send this document for electronic signature to your recipients. To do this, you need to add signature fields so the signer can sign their name or add other details such as the date.
Creating a document for e-signature
- Navigate to the S-Docs Available Templates card. Click the Generate document from this template link:
- The document opens. Click Send document for e-signature:
- The following screen opens.
You are now in the electronic signature workflow section.
If you need to add other documents, click Add Document.
If you add documents, the order of the documents in the list is important.
You can drag and drop the documents up or down to put the documents in the order that they should arrive to the document signer(s).
You can also delete any documents you no longer need to send.
- To add the signature fields to your document, click the pencil icon in the document list:
- A tooltip will remind you to Please add at least one recipient!
Navigate to the menu at the top and click Recipients:
- The Recipients tag will open. Enter the required recipient’s name and email address and Save:
- We will now go back to Documents and add the fields to the document. Conversely, you can click Fields and data to also get to the document.
Make sure to save your recipients’ name and addresses to get to the next step.
-
You now have access to the Fields:
These are the fields, or inputs, that you can add to the document.
The most important input field is the Signature.
Select the Signature field and drag-and-drop it into the document where you need it. You can grab the signature block and drag it to increase the size or drag it back to decrease it.
The signature block can be moved around using the cursor or using the Signature menu.
A Signature field should always require a response. However, other fields may not require it.
A Signature menu becomes available on the right-hand side when the field is added.
You can modify the signature or give it an exact position using the Dimensions text boxes. A tool tip will appear if the dimensions are outside the standard.
You can also change the identification from Signature to a custom name such as Customer signature.
The Signature field always require a response.
However, other fields such as Text or Date may not. You can toggle the required response on and off using this button below Assignment:
The Date field can be both required, and set to today’s date by toggling the following:
You can also change the field label to Today’s date under the Date menu on the right-hand side. Double-click the Date field to open the Date menu:
The sample Quote document now will look like this:
- Click Next at the top right-hand corner to go to the Review and Send page.
The following will open:
A default email template is provided. Change the text to your own words if you prefer.
Some fields, such as Recipient’s name, will be automatically dynamically populated. You have the option of modifying these fields as you wish within the email body editor.
Under the Subject Line, you can also add additional recipients. Type in the addresses then hit tab.
You can also add Text, Headings, Lists, and Images into the email by clicking the plus sign to the left of the email editor. You can also use the dots icon to format the email.
Use the @ symbol to access the dynamic data. Drag-and-drop does not work in the email editor.
- Add any remaining details to the email.
- Click Send documents:
The following messages will appear in succession:
- You can now go to the e-signatures dashboard to follow the progress of the e-sign request.
You will see the status of the document workflow:
Click the line of the envelope you wish to consult, and the following text box opens:
You can follow the document by clicking Delivered. As the e-sign progresses, we see an audit trail of the electronic activities.