Within one fluid process, your important documents are sent to the necessary parties to collaboratively E-Sign with yourself, within a user-defined workflow.
You can also attach other documents to be signed or supporting literature for your recipient to view as part of the notification email. Within the description section is the opportunity to create the bulk of your email body, within which you could describe to your recipient the requirements you need to complete the document transaction.
You are now presented with your document and the ability to place the signature placement fields onto the document. You can toggle between the choices of whose signature to place on the document by clicking and highlighting in red. Once the signer’s name is highlighted in red, drag and drop your signature field into the required place on the document.
Everyone involved in the signing of an individual document will receive an e-mail notification of whenever another party has signed. You can see who else is involved in the document signing process by clicking on the document. On the right hand side of the document is an audit column. Here you can see who else is involved in signing. Who has signed the document so far, who is still to sign, and who has declined.
Please see E-Sign’s ‘User Guide’ for step by step instructions, or watch the easy to understand Co-Sign tutorial video.
If you have sent a document from your own email address to your own email address, E-Sign recognizes this and places the document in your E-Sign inbox on the dashboard. Consequently, an email notification will not be sent. If you would like to test the E-Sign platform, then please use a different browser with a different email address.