How do I take a contract that I’ve already made, and add e-sign?

Created by Betty Ko, Modified on Wed, Jan 15 at 2:27 AM by Betty Ko

Locate the Document

  1. Navigate to the “All Documents” section, locate the desired document, and click Actions > Start E-Sign.


Add a Signature Field
       2. In the PDF, click the Signature button, then select the Pencil Icon to customize the field.


Add Signer Details
      3. Enter the signer’s name and email address in the designated fields and save.


Review and Send
      4. Confirm the signer’s details on the Review Your Signees Below to Confirm page, then click Send in the top-right corner.


Complete the E-Signing Process
      5. Check your email for the signature request, click Start Signing, and follow the provided instructions.


Need Assistance?
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