For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Snapdocs RON
Help center
Sending Your First Live eSignature™ Package
After selecting your package type, move to the document step.
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## Add document(s)
You can upload multiple documents, reorder them as needed, and choose how they will be downloaded later:
- Upload one or more documents.
- Reorder the documents in the package.
- Choose whether all documents should download together in a single PDF document or download separately.
## Add recipient(s)
Before moving to the next step, click the **“+” sign** to add yourself as a signer. This adds your name and the email attached to your account.
You can then add a recipient. Recipient options include:
- **Receive Copy only**
- **Observer**
- **Regular Recipient**
An **Observer** is someone who does not need to sign the document but wants to observe it.
For a standard signer flow, select **“Regular Recipient”** and enter the recipient’s name and a valid email address.
You can also configure extra recipient options:
- Add **two-factor authentication**, which requires a code for the recipient to join the session.
- Add **attachment requests**, which can be optional and confidential.
- Use attachment requests when you need the recipient to provide something before or during the session, such as a void check.
## Tag the document
After adding a document and recipient, tag the document.
On the left side, available tagging types include:
- **Signing Fields**
- **Stamp**
- **Checkbox and Text Fields**
You can also:
- Customize the font size of fields.
- Pre-fill text boxes before submitting the document.
- Add a signature field for a specific signer.
- Switch the signer from the drop-down menu when placing fields.
## Schedule an appointment
Before scheduling, you can add:
- A **section name**
- A **session description**
If multiple people will join the session using one device, you can manage **joiners**. For example, if two parties are signing on the same device, they can use one link and both sign the document.
You can also:
- Customize the **pen color**
- **Enforce signature type**
Then use the calendar option to select the date and time.
The scheduled meeting is a **placeholder meeting** and will not start unless the session is started. This gives you an opportunity to make changes before the session begins.
## Advanced options
Additional options available during package preparation include:
- **White out** part of a document
- Use **keyboard shortcuts** for faster preparation
- Smartly replicate groups of fields across multiple pages of a document to save time
- **Transfer** a package so another person can do the session
- **Schedule on behalf of another person**
- **Switch the signer** for the package
These options can help you prepare and manage a Live eSignature™ package more efficiently.
