To send a document out for signature the user must first go to the endorse page, then click on Get a document signed by yourself and or third parties, which will load the signature request workflow. From there sending a signature request is a simple 4 step process:
Find the document that you want to sign or that you want others to sign. We have a number of alternatives that you can use to get the document you desire. The user can choose documents from those that have been, directly uploaded from his/her mobile or desktop computer, uploaded before but not signed, or uploaded to a third-party cloud provider such as Google Drive, OneDrive, Box, or Dropbox (see How To Upload Documents). It is important to note that the user can upload multiple documents and have them sent out for signature.
Name the recipients that you want to view or sign the document(s). You'll have to enter name and email address, and determine whether the recipient in question must sign, fill only, be blind copied, or be carbon copied during the process. The user is also able to set the sign order, which allows he/she to determine who should sign first, second, third, and so on. There is also the option to Password Protect Signing, which makes it impossible for the signer to access the document without first entering a password you created. If the user so desires, he/she can request that the recipient provide additional documentation such as an ID or a driver's licence before they sign the document (see Uploading Signer Attachments).
Prepare the document for the data you expect to get from the signatory and or data that you want to be in the document when it is presented to recipients. The user will select the document that he/she wants to edit and then click the prepare document button. Clicking the prepare document button launches DocEndorse's editor which, through a drag and drop mechanism, allows the user to identify parts of the document that requires a signature, a date, an initial, additional texts, or a checkmark. Other tools are available for the user to use (the full functions and features of the editor are discussed in Adding Object Fields section of the Handling Document Editor section). The user is also able to add a date or his/her signature, or initials at this point, and these data would be added to the document before it is distributed (see Self-Signing A Document). The user must then save all the changes that have been made when he/she is completed and then close the editor. The modified document should then show up under Prepared Documents.
Finally, the user enters a unique title for the signature request and a message to be sent to each recipient if needed. The user then sends out the document for it to be signed, viewed, or edited by the recipients.
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