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.