What you will learn:
- How to select a document for signing
- Setting up an electronic signature template for commonly used documents such as CIMs, NDAs, and more
- How to create custom signature fields for signers to complete
- How to send documents for signature from the “Sign” tab
- How to customize your signature instructions and send to multiple parties
- A look at how each signing party moves through the signature process
- A review of the signature report/audit log
- How to cancel a signature request
- How to locate a signed document
- An overview of the e-signature dashboard
Need additional assistance?
Contact us at support@securedocs.com or 866.700.7975.
