Digital Signatures

To create a new signature action, upload a file to get started. You can drag and drop files, browse for files from your device, or select from the content library. Title your signature action, add any helpful information in the description, and select a due date. Then assign users to the action using their name, email, or phone number. When assigning multiple users, you can set a signing order.

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From here, drag and drop assigned fields on the document for the assignee the complete. These include signature, initials, date, checkbox, or a text box where you can write your own text on the document. Click next and add the e-sign action to an existing conversation, or create a new conversation. Once the digital signature has been started, assignees will be prompted to complete the requested action.

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