Capsule 3: Creating and Sending a Document for Signature

Objective: Prepare and send a document to be signed. Steps: 1. Access the document repository From the sidebar, go to My Documents and locate the file you want to send for signature. 2. Select the document Click the checkbox next to the document to activate the top action bar and click on Prepare for Workflow. 3. … Continue reading Capsule 3: Creating and Sending a Document for Signature