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howto:send-pdf-template-for-esignature

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howto:send-pdf-template-for-esignature [2020/03/25 19:48]
Michael Deal [How To Send PDF Template for Esignature]
howto:send-pdf-template-for-esignature [2020/03/25 19:49] (current)
Michael Deal [Send PDF Template for Esignature]
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  ​{{youtube>​_xJI9f0fFIg?​large}}  ​{{youtube>​_xJI9f0fFIg?​large}}
-===== Send PDF Template for Esignature ​ =====+===== Send PDF Template for eSignature ​ =====
  
  
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   - Select one or more templates from **home page** or from your **templates page** and click on ‘Use Selected’ button.{{ :​howto:​select_template.png |}}{{ :​howto:​fill_details.png |}}   - Select one or more templates from **home page** or from your **templates page** and click on ‘Use Selected’ button.{{ :​howto:​select_template.png |}}{{ :​howto:​fill_details.png |}}
-  - Select ‘Enforce Sequence ​Workflow’ if needed and add the recipient parties. If you have the party in your address book, you can simply select when you put your cursor on the email entry field. Alternately you can select ‘Add Me’ or ‘Add New’ button. For bulk esignatures,​ please select an email list.{{ :​howto:​enforce_flow.png |}}+  - Select ‘Enforce ​Signer ​Sequence’ if needed and add the recipient parties. If you have the party in your address book, you can simply select when you put your cursor on the email entry field. Alternately you can select ‘Add Me’ or ‘Add New’ button. For bulk esignatures,​ please select an email list.{{ :​howto:​enforce_flow.png |}}
   - 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.   - 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.
   - Also select the action required by each party.{{ :​howto:​action_required.png |}}   - Also select the action required by each party.{{ :​howto:​action_required.png |}}
howto/send-pdf-template-for-esignature.txt · Last modified: 2020/03/25 19:49 by Michael Deal