I am totally new to this and have not been able to get any prior training on how things are done. I need to send out a handbook to many parents. I need them to complete the electronic signatures and send back to me. I have NO idea how to do any of this. Can anyone help?
Sending documents for electronic signature
Userlevel 4
+8
- Digital Collaborator
- 256 replies
-
11 July 2024
Hello
So you have account in eSignature. So basic process that I can tell you:
<Go to Templates
<Create the envelop
<List all the recipient in envelope
<Click next and all the signature or name or date field.
<Save the envelop
Now you can use the template in the template tab and send it to user.
Thanks!
- Community Moderator
- 1736 replies
-
25 July 2024
Hello
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