Articles about creating a document and how to send documents
11 articles
Creating a document (E-sign plan)A guide on how to create a document and what you can add to the document and how to send it to your recipients
Adding recipients (E-sign plan)Adding recipients, add to template role, recipient roles (Esign Plan)
Adding and editing fields (E-sign plan)Add fields for editor and PDF (eSign)
Document engagement and interaction (E-sign plan)Engagement, intro video, chat, identify new users (eSign)
Document delivery: Email and link (E-sign plan)Send via email or share document link (eSign)
How to preview a document before sending it (E-sign plan)How to preview a document before sending it (eSign)
Edit expiration date before sending a document (E-sign plan)Set expiration date (eSign)
Document settings for a document in draft (E-sign plan)Expiration date/time, owner, sign by hand, sign by initials, signature transfer, set as private, download as a PDF, delete document (eSign)
Sent documents
Articles about what you can do with a document that has been sent
Document settings (E-sign plan)Share document link, create new version, upload signed document, download as PDF, Mark as lost, Delete document, document info (eSign)
Document Management: Preview, Edit expiration, Adjust Values, Set Reminders (E-sign plan)Document preview, edit expiration date, update document value, set reminders (eSign plan)
Document management for recipients: Adding, Signature Transfers, Role change, and Reminder Sending (E-sign plan)Adding recipients, Signature Transfers, Role Switching, and Reminder Sending (eSign plan)