Steps to Send Documents for e-Signature

1. Click the Document dropdown, and select Send for eSignature, this will open a new window.
2. From the window select the type of eSignature:
   • Parallel: the document at the same time can be signed in parallel.
   • Serial: the document one after another in a specified order.
3. In the Search bar, enter the names or email addresses of the user who need to sign the document.
4. The user can select multiple names from the list by selecting the checkbox.
5. Hover over a name and the +sign will appear. Click on it to add the name in the right columns.
6. Use the Previous and Next buttons at the bottom to navigate through the list of available names.
7. After making selections, click OK to proceed with the request or click the Cancel button to discard the changes.
   
   
   
   
   
   

Note: To complete the request for eSignature, make sure the user has first and last name mentioned, while creating a user in the user management, else warning message is displayed.