eSignatures
FAQ: eSignatures
Q: Can I have more than one signer for the same copy of a document? A: Yes, you can assign a document to 3 cosigners. Q: Can I unassign/cancel a document? A: Yes, you can unassign/cancel a document if its status is In Progress. Q: Can I send ...
Use document template tools in eSignatures
Creating document fields Creating fields To create a field, click on the field you wish to add to your document and then drag and drop it into the document. After placing a field into the document, you can click and drag to move the field. Deleting ...
Assign a document in eSignatures
1. Click the Organization Profile tab, then click eSignatures. 2. Next, click the category of the document you’re looking for. 3. To assign an eSignature document template, click the three dots next to the document template name and click Assign. ...
Create and edit a document template in eSignatures
Creating an eSignature template 1. In People, click Organization Profile, then eSignatures. 2. Next, click + Create Document. 3. Choose the document you would like to create a template for by dragging it into the box or clicking Choose a file to open ...