eSignature Guide
Requesting a Signature
- Open the required document.
- Navigate to the page where a signature is needed.
- Click on the signature icon on the right hand bar and click 'Request Signature'.
- Fill in the signature request form with the details of the request.
- Assign to an attendee & specify who can view the signature request.
- Select the pin icon in the right hand menu bar.
- Move your cursor over to where you want the signature on the document and click to release the pin.
- A notification will be sent to the attendee who needs to add their signature.
- Click the link to open the signature request.
- If you have added a signature before, your previous signature will be displayed
- Alternatively, you can clear and add a new signature using your mouse or trackpad on a laptop or using a stylus or finger on a tablet
