From Initial Document Upload

You will learn how to start the eSignature process from the Initial Document Upload process on this page.

1. Upload a document by selecting the Add button at your designated Document Upload page (Policy, Contact, or Entity).

   

2. Make all the appropriate Document Upload selections:

   1. Document Type

   2. Drop or select your unsigned file

   3. Optionally edit and key in your Document Description

   4. Select the Document Status (typically preliminary/incomplete). This field will be updated to “Out for Signature” once the eSignature process is complete.

3. Select Save & Sign.

   

4. Identify who you would like to sign the document.

5. Add a signer by selecting the Add Signer button. If you need to add multiple signers select the Add Signer button the appropriate number of times.

   

6. Type in the Signer(s) name and email address.

   

7. You can remove a signer by selecting the 3 Dot action item and selecting Remove.

   

8. You have the ability to Rotate your document from it’s original upload by selecting the Rotate Counter-Clockwise or Rotate Clockwise buttons.

   

9. Select Continue.