Contents - Index


Electronic Signatures - QuickStart

 

 

AUTHORIZING A SIGNING SESSION:

 

To start an eSigning session, click the Generate PDF button and select your forms as usual. Click the eSign button, then follow the onscreen prompts.

 

 

 

 

 

 

The final prompt will have a button "Open signing session in browser". When you click the Open button, an eSignOnline web page will open, generally in a new browser tab.

 

24 Hour Session Termination Policy Details - How to Terminate a Session.

 

 

 

COMPLETE STEP TWO and SKIP TO FINISH!

 

 

STEP 1 (Signing Session Configuration): CLICK NEXT

 

 

STEP 2 (Invite signers): ENTER REQUIRED INFO

 

a) In step two, you specify who is to sign the document. Enter each signer's name and email address, or choose a previsously entered signer from the address book.

b) When entering a signer's information, also choose an electronic signature security option.

 

 

When you add a signer and enter the signer's info, you may select an electronic signature security option. as shown:

 

 

 

 

 

 

After adding the signers' info, all signers are listed as shown here:

 

 

 

 

 

 

Click next and complete the Designate Signers window:

 

 

 

 

 

If there is more than one form in your transaction, click "Apply signers to all templates" to copy your signer role entries tot he other forms, as shown:

 

 

 

 

 

 

After you return to the list of signers, click next:

 

 

 

 

 

 

After clicking next, if there are unused signing locations, you will be prompted to remove them from the form. In this example, there are only two signers (one buyer and one seller), but the forms have four possible signing locations (two buyers and two sellers), so click Ok at the prompt to remove the unused signing locations, as shown:

 

 

 

 

 

 

STEP 3 (Upload Session Documents): CLICK NEXT (The PDF from Forms Online was uploaded automatically)

 

 

STEP 4 (Add Signing locations): CLICK NEXT (The signing locations for standard Forms Online documents were added automatically)

 

 

STEP 5 (Preview final document): PREVIEW DOCUMENT and CLICK NEXT

 

 

Step 6 (Start Signing Session): CLICK FINISH!

 

 

 

 

 

 

Related Topics:

 

Electronic-signatures detailed instructions

E-signature security options