For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
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Sending your first Standard eSignature package
Creating and sending a Standard eSignature Package is a straightforward process. Follow the steps below to get started:
## Step 1: Choose Package Type
- Click the **Compose** button.
- Select **Standard eSignature** as your package type from the options provided.
## Step 2: Upload Files
- After selecting the package type, you'll have the option to upload the documents you want to send for signature.
- Click the **Upload Files** button, and select the desired files from your computer.
## Step 3: Add Recipients
- Now, it's time to add the signers to whom you want to send the package.
- Enter the names and emails of the recipients in the provided fields.
## Step 4: Create Signature Fields
- After adding the recipients, create signature fields for them.
- Click the **Signature Fields** button, then drag and drop the **Signature Fields Icon** onto the document.
- You can also add other fields like **Initials** or **Date Signed** if necessary.
## Step 5: Customize Subject Line and Message
- Before sending the package, customize the subject line and message to be sent along with it.
- It's recommended to add a personalized message to make the communication feel more natural.
## Step 6: Advanced Options (Optional)
- For those with advanced know-how, customize the appearance of the signature fields by adjusting their colour.
- You can also enforce specific signature types if required.
By following these steps, you'll be able to send a Standard eSignature Package swiftly and efficiently.
