Table of Contents
Welcome to eSign Genie, the #1 easiest and most collaborative eSignature solution available! This short document will walk you through the entire process of uploading a PDF document and sending it for electronic signatures.
You can watch this video or skip to the steps below.
Create a new Document by uploading a PDF file
All the steps below assume you are logged in with an active account on eSignGenie.com.
- Select ‘Enforce Sequence Workflow’ if needed. When you enable sequence based workflow, you will be able to set the workflow path in series combined with parallel by numbering each signer sequence accordingly. If the serial number against the recipient names are the same, they will get notified at the same time and can sign the documents in parallel. See the highlighted parallel and sequential workflow together during a sequence based workflow.
- You can also arrange the signer sequence by dragging and dropping the recipient names in the correct place and the sequence number will change automatically.
Recommendation: how recipients parties eSign documents, how to create a reusable template and how to send reusable template for esignatures