Sending your first Live eSignature package

Adding a Document

After selecting your package type, you will move to the next step which is adding a document. You will have the option to upload multiple documents, and then will be able to reorder them as you would like. Plus, you can choose to have all documents downloaded together in a PDF document or downloaded separately.

Adding Recipient(s)

Before getting to the next step, you will need to click the “+” sign to add yourself as a signer. If you do this, it will add your name and the email that is attached to your account. You will then have the ability to add a recipient. You have a few options when it comes to this including “Receive Copy only” or “Observer”. An “Observer” is someone who doesn’t need to sign the document, but merely wants to observe it. For our example, we will select “Regular Recipient” and add the name (e.g. “Client”) and a valid email address.

You also have the ability to add two-factor authentication, requiring a code in order for the recipient to join the session. Furthermore, attachment requests can be added, making it optional and confidential. For example, you may require a void check attachment when entering the session.

Tagging the Document

After adding a document and recipient, the next step involves tagging the document. On the left side, there are the various tagging types available such as “Signing Fields”, “Stamp”, and “Checkbox and Text Fields”. Furthermore, you can customize the font size of the fields and pre-fill the text boxes prior to submitting the document. In our example, a signature field will be added for the Client. Switching the signer can be done through the drop-down menu.

Scheduling an Appointment

Before scheduling the appointment, a section name and session description can be added. You also have the ability to manage joiners if there are multiple people joining the session with one device (e.g. a husband and wife). Doing this allows for one link to be used, and both parties can sign the document. Additionally, you can customize the pen color and enforce signature type.

After this step, the calendar option can be used to select the date and time. It is worth noting that this is a placeholder meeting that won’t start unless the session is started. Thus, you have the opportunity to make changes prior to the start of the session.

Advanced Options

Apart from the features described above, there are also some advanced options available. An example of this is the ability to white out something on the document. Additionally, keyboard shortcuts enable quicker preparation of the package. Groups of fields can be smartly replicated across multiple pages of a document, which saves time.

Finally, a package can be transferred, allowing another person to do the session. You can also schedule on behalf of another person, you can easily switch the signer for the package.