Using the Ai E-sign Assistant

Our agentic e-signature assistant allows you to create and dispatch request to sign documents to anyone, anywhere through a conversation. You can also initiate workflows to sign or edit documents yourself and share it with a third party. The agent is integrated with your documents, templates, and contacts for quick retrieval and embedding into your workflows. Most importantly, the agent can send out e-signature requests, create e-signature templates, use templates, provide you with live updates, and provide information on our products and services.

Basic Prompts

To use this service you simply tell the agent what you want it to do through prompts via the chat window. Editing of documents are done securely from our document editor panel that will be presented by the agent at the appropriate time.

You can say things like:

• "I want to send out an e-signature request"
• "I want to create a template",
• "I want to use a template to get a document signed.",
• "I want to sign a document myself"

Each of these prompt will initiate a workflow to get a documents signed by yourself or third parties.

You can also follow-up with e-sign requests after you have sent them out, by saying:

• "Resend the last e-signature request"
• "Resend a request for me"
• "I want to send a reminder"

Documents, Contacts, and Templates Integration

The e-signature assisstant is fully integrated with your document library, contact list, and template library for easy retrieval and embedding into your workflows.

If you want to see a list of your documents, contacts, or e-sign templates just say (or any variation of):

• "Show me my documents",
• "Show me my templates" or
• "Show me my contacts"

With these prompts, depending on your platform the agent will show a selectable popup list immediately, or a button to initiate a selectable popup list of your documents, contacts or templates. Selecting any of the items in the list will trigger the agent to ask follow-up questions, allowing you to start a workflow or provide information that the agent needs to continue a workflow.

You can also start a workflow and provide information on documents, templates or contacts that will be useful later on. You can say things like:

• "Send an e-sign request to John Black via email using the Document - NDA Agreement"
• "Using template - Standard Rental Agreement ask Richardo to sign this agreement asap"

For the first prompt, the agent will automatically look up the contact details for John Black and find any document with the title NDA agreement and present them to you for approval and use within the workflow. In the second case, the agent will also search for the template by name, and look up contacts named Ricardo and present them to you for approval.

You can also ask the agent to search for documents and contacts to start a workflow, or to provide information in the middle of the workflow.

You can say:

• "Search for contacts name Adele and John, I want to send an e-sign request to them"

Uploading Documents

You can upload documents to our e-sign agent by using the plus button in in the chat composer. Upon clicking this button you will be presented with several options that allows you to upload documents from your device, from Google Drive, OneDrive among others.

Accessing Help and Support

Our agent can also provide you with information on how to do other things on our platform, such as adding a user to your team, modifying your subscription, or adding your personal signature. Accessing this help and support depends on whether you are currently in a workflow or not. While inside a workflow, you can only get help and support information on the workflow itself. If you are outside of a worklow you can access help on any topic. If you are inside a workflow and want to exit it just tell the agent to cancel it. After cancellation of the workflow you can then ask for help on any topic.

Voice Commands

If you want to send voice commands to our agent you simply press and hold the mic button until it starts to blink, and then say the instructions that you want it to carry out.

Third Party Chat Platforms

You can also access our Ai E-sign Assistant through third party chat platforms such as Microsoft Teams or Slack. In such cases all the features our e-sign assistant will be available, but you may need to the consult the user guide of these third party chat assistants to learn how to upload documents and send voice messages as they have slightly different user interfaces.