With an eSignature package, you can send one or several documents like state or association forms to one or more people for completion and eSignature.
How do I send documents for eSignature?
To send one or more documents for eSignature, you need to create an eSignature package first. You can create an eSignature package from any transaction that has a checklist.
Adding or Removing Documents in an eSignature Package
To add or remove documents from a package being prepared for eSignature:
Click the Edit/Esign button associated with the checklist task.
In the popup window, locate the Signers And Other Parties section and click the Back button.
Add or remove documents as needed. This feature allows you to customize the document package before sending it for signatures. To include multiple documents in your eSignature package, follow these steps:
Ensure all required documents are added to the same checklist task.
Click the Edit/Esign button associated with the task.
Navigate through the popups by clicking Next at the appropriate prompts.
After all documents are included, click the Send For Esign option in the top dropdown menu.
Here is a short video explaining how to send multiple documents for eSignature: Quick clip on attaching multiple documents for e-signature
How do I send documents for eSignature on mobile?
Efficient Management of eSignature Packages
Managing your eSignature packages effectively ensures a streamlined process for all parties involved. By following the provided steps, you can organize, send, and adjust your document packages as necessary, catering to various transactional needs.