What is a conditional recipient in ?

You can customize a signature workflow to have a different set of recipients sign a document only if specific conditions are met. This feature, called conditional recipients, is one of a suite of eSignature platform features collectively known as Advanced Recipient Routing (ARR).

How do I create a signature template in ?

How to create a template? Log in to your account and select 'Templates' from the menu. From the Templates page, click 'New' and select 'Create Template'' Enter a name and description when you are creating the template. You can add files to the template by uploading them from your desktop or the cloud.

How to set up a document for signature in ?

The basic steps for creating and sending a document for signature are as follows: Start an envelope. You can start with a new envelope, use a template stored in eSignature, or finish a previously saved draft. Add your documents. Add recipients. Add messages. Advanced Options. Add fields. Preview and send.

How to use to send a document for signature?

Providers if you have documents in the room. Including any forms for Real. Estate. You canMoreProviders if you have documents in the room. Including any forms for Real. Estate. You can click add room documents. And select what you need from there the US a template.

How to set conditional fields in ?

Define a Conditional Field Checkbox: checked or unchecked. Radio button: select the button value. Dropdown: select the dropdown option. Text: enter the specific text for the field value (case-sensitive), or select the gear icon and choose Any Text.

How do I add signature fields in ?

Steps to Add a Signature Field in : Step 1: Create a New Document. Step 2: Open the Document in . Step 3: Click on the 'Sign' Tab. Step 4: Select the Signature Field. Step 5: Drag and Drop the Signature Field onto the Document. Step 6: Customize the Signature Field. Step 7: Save and Send the Document.

How do I send a document for signature?

To send a document for signature: Select a message with one or more documents you want to send for signature. Follow the steps in Open eSignature. In the window, select Request signatures. Add a Recipient name and email in the Add Recipients pane. Select Add Recipient. Add more recipients as needed.

How do I assign a signature field in ?

Steps to Add a Signature Field in : Step 1: Create a New Document. Step 2: Open the Document in . Step 3: Click on the 'Sign' Tab. Step 4: Select the Signature Field. Step 5: Drag and Drop the Signature Field onto the Document. Step 6: Customize the Signature Field. Step 7: Save and Send the Document.

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I like the program, but I really needed the ability to add Bates Numbering. If the program would overcome some of the rather important limitations, this would be an excellent deal for the money.

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Fantastic at converting pdf to word and also editing a pdf file. Getting yourself around the menu's is a little clunky and takes a while to get used too.

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What do you like best?
Forms library and signature sending tool
What do you dislike?
Random glitches and sudden document export errors
What problems are you solving with the product? What benefits have you realized?
Sending documents for signature and editing IRS forms

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Everything works wonderfully Everything works wonderfully. I have not found a program that works better. My only constructive thing to add would be saving and editing. I would like to be able to save the each edit right away then the next like Bluebeam allows.

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Excelent software I recommended … Excelent software I recommended I used just once in a while I Think it is ideal for companies THANKS

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Other than being billed initially for a 30 days trial,... Other than being billed initially for a 30 days trial, I contacted Customer Service right away and they credited me back the $144 first year right away. Otherwise, I am liking the service so far. Just learning how to use it.

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