Ensure eSignature Lawfulness for Alternative Work Offer Letter

How to eSign a document: e-signature lawfulness for Alternative Work Offer Letter

hello and welcome back this is part three of our forms platform overview where we will be covering eSignature with their formstax signed solution in our first two videos we walked you through how to capture data utilizing formstack forms and how to set up and generate a document with formstack documents both the data capture and the document generation functionality will be an integral part of the eSignature process so if you haven't watched those videos we recommend you start there [Music] for these videos we will be using our previous example of creating a new higher onboarding form to generate an offer letter to be delivered for signature in this video we will be focusing on using our formstack sign product and showing you how to configure a document and send it out for Signature once you've logged into your sign account you will be taken right into the Home tab of the product where you can set up your documents to be sent out for delivery the first step to send out a document for Signature is to upload a file or drag and drop the document that you would like to send out our formstaxine product supports many formats including word PDF and jpeg in this example we have a document that's based on the new hire template that we had created in formstack documents we're going to upload this template and then hit next [Music] step one is going to be configuring your signers if you hit add participants you will be able to enter the signer's name email and even phone number if you want the document to be texted out as well you can add multiple signers by selecting add participants you can also add yourself as a signer by selecting uni design for this example we're going to add our signers information and then click the next step it's worth noting that we currently only support sequence signing and this document will be sent out in the order of who we've assigned from first to last on this next screen you will be able to drag and drop the different field options onto the document you will see all the different options like full name signature date initials text checkbox and radio fields for this example I'm going to add a signature field a full name field and a date field now that we have our field set up on the document let's click next to continue the final step before sending your document out is to name the document and type in the message you want the signers to see when they receive the email there are also a few different options on this step to password protect the document or set up reminders for the signers once you have filled up the name and message you can hit send to get the process started now that our document has been sent out to the first signer let's take a look at how the signer would see this information I have a link that I can click into to bring up the document and complete the necessary fields on this email now that the document signing process has been completed let's take a look at where we can track and make changes to these documents if we navigate back over to the documents tab you will see this is where a list of all of your documents that have been sent out for Signature will live you can see the status of each document and who it has been sent to if you head to the action column and the drop down arrow you will see the option to download archive or get more information for signed documents this is how you would download the signed version of the document if necessary if the document is still out for Signature you will see the option to remind or recall the document in the drop down as well in today's video we showed you how to use our formstock sign product and how to set up your document to be sent out for signature if you ever have any questions or concerns please remember that you can always click on this I icon on the top right to get in touch with our support team or search for any useful articles on our site in our next video we will be covering how to connect all three products to use in an automated process thank you for watching