eSign Envelope Made Easy

How to sign a envelope

welcome to the e-signature workflow lesson in ezu e-signatures are a great way to have documents like insurance paperwork signed quickly in this lesson i'll show you how to send e-signatures so let's get started from the dashboard i'll click in the search field to search for the customer i'd like to send a document to for an e-signature then click on the customer in the drop-down window next i'll click on the customer's documents tab from here i'll click on create e-signature envelope if i have many documents to choose from i can click here to sort the documents by the name creation date or the documents last modified date next i'll select the document i'd like to send out for an e-signature i can click this box to pre-fill the document with the signature field needed for the recipient once i've selected my document i'll click next to set up the envelope i'll need to give this e-signature a name and i can include a reference number below if i'd like i can send this e-signature as a different easy links user by clicking here and selecting the user account i'd like to send this as then clicking ok if i'd like to change when the envelope expires i can click here and type in the number of days the envelope will expire in if i have multiple documents i'm sending i can click the up and down arrows next to the document to arrange the order that they're presented to the customer to sign i can choose if i'd like this to be password protected here if i choose to include a password i'll need to enter the password into the field below once everything is set up i'll click next i'll type in the name and email address into this field for the recipient then i'll add any additional recipients here i can click add me if i'd like to be included on this e-signature i can also add a note here for the recipient to read before entering the document once my recipient's information is set up i'll click next here you can see some of the signature fields have already been input based on the pre-fill option i used earlier if i need to add more signature fields i can click on one of these signature options next i'll click on the spot of the document that i'd like the signature applied to once i've put the signature field on the document i can change the size of the signature field by dragging and dropping the corner of the field with my mouse if i have more than one recipient signing the document i'll need to select that recipient in this drop-down menu before applying the signature field for them to sign once i've added all of the signature fields i'll click review and send here i can review the document one more time before sending when i'm ready i'll click the send button after the e-signature has been sent the agent who sent the e-signature will receive updates on the process by email from the documents tab i can click on the status of the e-signature to see where it is in the signing process i can also click the actions button to view resend or cancel the e-signature once it's been sent once all of the signatures have been applied the agent will receive an email and the status will update and show as completed i can share this to the customer's documents and client center by clicking the share box here i can click actions then view to view the signed document from here i can download the document by clicking the down arrow or print it by clicking the printer icon back under the actions menu i can also click view report to see a report with some basic information regarding the envelope i can download or print this as well by clicking the respective icons here back under the actions menu i can click on email to email this document directly to a customer or insurance company once i've entered the email address the subject line and composed the message i'll click send this concludes the course on e-signatures you should now have an understanding of how to send an e-signature in easylinks