Sending your first Standard eSignature package

Creating and sending a Standard eSignature Package is a straightforward process. Follow the steps below to get started:

Step 1: Choose Package Type

• Click the Compose button.
• Select Standard eSignature as your package type from the options provided.

Step 2: Upload Files

• After selecting the package type, you'll have the option to upload the documents you want to send for signature.
• Click the Upload Files button, and select the desired files from your computer.

Step 3: Add Recipients

• Now, it's time to add the signers to whom you want to send the package.
• Enter the names and emails of the recipients in the provided fields.

Step 4: Create Signature Fields

• After adding the recipients, create signature fields for them.
• Click the Signature Fields button, then drag and drop the Signature Fields Icon onto the document.
• You can also add other fields like Initials or Date Signed if necessary.

Step 5: Customize Subject Line and Message

• Before sending the package, customize the subject line and message to be sent along with it.
• It's recommended to add a personalized message to make the communication feel more natural.

Step 6: Advanced Options (Optional)

• For those with advanced know-how, customize the appearance of the signature fields by adjusting their colour.
• You can also enforce specific signature types if required.

By following these steps, you'll be able to send a Standard eSignature Package swiftly and efficiently.