Draft Customer Digisign with airSlate SignNow
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Your step-by-step guide — draft customer digisign
Using airSlate SignNow’s eSignature any business can speed up signature workflows and eSign in real-time, delivering a better experience to customers and employees. draft customer digsignNow in a few simple steps. Our mobile-first apps make working on the go possible, even while offline! Sign documents from anywhere in the world and close deals faster.
Follow the step-by-step guide to draft customer digsignNow:
- Log in to your airSlate SignNow account.
- Locate your document in your folders or upload a new one.
- Open the document and make edits using the Tools menu.
- Drag & drop fillable fields, add text and sign it.
- Add multiple signers using their emails and set the signing order.
- Specify which recipients will get an executed copy.
- Use Advanced Options to limit access to the record and set an expiration date.
- Click Save and Close when completed.
In addition, there are more advanced features available to draft customer digsignNow. Add users to your shared workspace, view teams, and track collaboration. Millions of users across the US and Europe agree that a solution that brings everything together in one unified enviroment, is what organizations need to keep workflows performing efficiently. The airSlate SignNow REST API enables you to embed eSignatures into your application, website, CRM or cloud storage. Try out airSlate SignNow and enjoy quicker, easier and overall more efficient eSignature workflows!
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[Music] hey there sky slopers in this video we're going to go over the digisign dashboard to make sure you can find everything you're looking for when you enter digisign you'll be brought to this page this is the digisign dashboard from here you can access all of your current envelopes and create new ones at the top of your screen you can toggle between the envelopes tab and the templates tab click on the templates tab to create new templates and manage your current templates back on the envelopes tab your digi-sign envelopes will be sorted into different categories drafts sent completed and all and each category has its own tab on the drafts tab you'll see any of your envelopes that have been started but haven't been sent on each tab you will see a quick summary of information about each envelope in that section to access your envelope actions click on the vertical three dot icon on the right side on the set tab of digisign you will see a list of your envelopes that have been sent but haven't been signed by all signers again you can click on the actions icon to open the envelope actions menu the available actions will vary depending on the status of the envelope on the completed tab you'll find all of your envelopes that have been signed by all signers and using the actions menu again you can select any options available for completed envelopes the final tab labeled all is as it sounds a list of all of your digisign envelopes everything in drafts sent and completed status throughout digisign you can use the search bar to search through the envelopes in any given section you can also use the column headers to sort by that particular category such as sorting by envelope status or the most recently updated envelopes to get a closer look at who the recipients are on your envelopes simply hover over the recipients icon the number will indicate the number of the recipients on that envelope after hovering you will see the recipients names and email addresses as well as their signing status green for completed and gray for waiting to sign to the right of the recipients you can see the status or progress of each envelope how long ago it was sent how many signers have signed and if the envelope is complete taking a closer look at the actions menu for a completed envelope you can download the envelope download the certificate or view the envelope history for a sent envelope that hasn't been signed by everyone you can correct the envelope to make changes resend the envelope to individual signers download the envelope in its current state download the envelope certificate view the envelope history or cancel the envelope for any draft envelopes you can use the actions menu to delete the draft the digisign dashboard is also where you'll go to create new envelopes start by clicking new...
Show moreFrequently asked questions
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