Electronic Form Signing

How to eSign a document: Electronic signature format

welcome to the e-sign genie overview video in this short video we'll review important account settings how to create reusable templates from your PDF documents sent for e-signatures with a few simple clicks using a sign genie and obtain a signatures let's review the important account settings first default signature options allow signers to see a specific signature tab first you can also restrict the signers to see only one a signing option signature is selected you can further restrict signers to see only options you select under select font for the type signatures for the purpose of this demo will allow the signers to see all east signing options default field navigation allows the recipient to only tab across to mandatory fields while filling out and signing the document save the account settings business premium and enterprise users can personalize their account by uploading their company logo set your account default reminder and document expiration settings these settings can be changed at each document level let's see how to setup the default email template while requesting recipients to e sign the document click on create new and create a new email template you can use predefined fields like document name recipient name etc these fields will automatically be derived while sending email notifications to signers you can set one of the email templates as default and save your work you can create reusable templates from the home page or from the template tab click on reusable template under create new box on the home page you can either drag and drop or upload the file from your computer or cloud click on the add party icon to add the total number of parties or recipients that will be involved in reviewing filling out field values and assigning you will assign the name to each party later when sending the document for a signature it is important to note that when you drag and drop the fields will be automatically assigned to the party highlighted in grey on the right in the recipient party section drag and drop the fields to be filled out during sending an e-signature process click on the field to assign properties create name format mandatory or not and the responsible party based on the sequence of routing the document for each signature similarly drag-and-drop East signature and other fields to be filled out and assigned properties dete format from your account setting is an automatic default however you can change the date format as required see how to use the checkbox and checkbox group to make checkbox fields mutually exclusive you can right click and copy any field and paste it in another location you optional or mandatory fields can be made dependent on other fields and will display to users for filling out only if the dependency condition is met the next few steps cover how to set up the drop-down list you you secured fields can be used for obtaining the social security...