Using the Ai E-sign Assistant

Our agentic e-signature assistant manages e-sign requests, and templates. The agent can open your documents, templates folder, or contacts. 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.

To use this service you simply tell the agent what you want it to do through prompts. You can say things like 'I want to send out an e-signature request', 'I want to create a template', or 'I want to use a template to get a document signed.' You can also follow-up with e-sign requests after you have sent them out, by saying "Resend the last e-signature request" or "I want to send a reminder".

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, and modifying your subscription.

You can upload documents to our e-sign agent by using the plus button in the bottom left part of 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, one drive among others.

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.

You can also access our Ai E-sign Assistant through third party chat assisstants. 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 slight different user interfaces.