Create Document
Creating a document can be done in 7 simple steps, making it easy to send, sign, and manage documents using streamlined workflows.
Step 01:
Click the 'Create Document' button in the Dashboard.
Step 02:
Click on 'Create New' to create a new document.
Step 03:
Alternatively, click on 'Choose Templates' to select from a list of templates.
Step 04:
Drag and drop the agreement file, and upload the 'Appendix Document' by clicking the upload button.
Step 05:
After uploading the files, the 'Document Case Name' will be auto-generated. You may amend it if needed.
Step 06:
You may select 'Additional Security' options, or proceed by simply clicking the 'Next' button.
Step 07:
Under 'Add Recipients', click on 'Select Role' and choose the role from the dropdown list.
Step 08:
You can also click the 'Add Recipient' button to add more recipients.
Step 09:
Toggle 'Signing Order' on/off to choose between Sequential Signing or Parallel Signing workflows.
Step 10:
Adjust the signing order by dragging and assigning accordingly, or by changing the sequence number.
Step 11:
Users can check 'Need to view' to opt out of the signing order for the Observer role.
Step 12:
Under 'Configuration', click on the 'Add Field' button.
Step 13:
Select recipients from the drop-down list. Each color represents a different recipient.
Step 14:
Drag and drop the elements from the tools list. A signature element is required for every recipient.
Step 15:
Under 'Review', you can change the default message or send a private message to different recipients.
Step 16:
The document will expire in 14 days. You can change the specific date and time.
Step 17:
You have successfully sent the document and will receive a confirmation email shortly.
Step 18:
You can find the templates in your dashboard.
