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How to use design apiV2 to launch a signature process Sept. 2023Table of Contents The customers use case .............................................................................................................................................
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Step 1: Gather all the necessary documents that need to be signed.
02
Step 2: Choose an e-signature platform or software that suits your needs.
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Step 3: Create an account on the chosen e-signature platform.
04
Step 4: Upload the documents to be signed.
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Step 5: Add the recipients' email addresses or select them from your contact list.
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Step 6: Specify the signing order if required.
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Step 7: Determine if any additional fields, such as checkboxes or text boxes, need to be added for the recipient to fill out.
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Step 8: Customize the email message that will be sent to the recipients.
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Step 9: Review the document and make any necessary adjustments.
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Step 10: Send the documents for signing.
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Step 11: Monitor the status of the signatures and follow up if needed.
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Step 12: Once all signatures are obtained, download the signed documents for record-keeping.

Who needs how to use esign?

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Businesses and organizations that frequently deal with legal documents and contracts.
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Individuals who want a more convenient and efficient method of signing documents without the need for printing, scanning, or mailing.
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Remote teams and virtual collaborations that require remote signing capabilities.
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Professionals in industries such as real estate, finance, law, insurance, and healthcare.
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People who value privacy and security, as e-signature platforms often provide encryption and authentication measures to ensure document integrity.
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How to use esign refers to the process of electronically signing documents using a secure online platform.
Anyone who needs to sign or request signatures on documents electronically may use esign.
To fill out an esign document, simply follow the instructions provided by the platform and electronically sign where required.
The purpose of using esign is to streamline the signing process, reduce paper usage, and increase efficiency in document management.
The information that must be reported on esign includes the parties involved, the date of signing, and any additional terms or conditions.
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