Exhibit Signature Service Template with airSlate SignNow

Initials waiver agreement template

Oh hi everyone and welcome to today's webinar getting started with hello sign my name is Kate and I'm a customer success manager here at hello sign and I'll be walking you through our web app features today don't let's take a quick look at what we're gonna be going over today we're first gonna look at who can sign your documents and we're gonna look at how to create a signature request and also look at how to create templates and use them to streamline your workflows we'll also take a peek at the signer experience and where you can track your documents and then finally we'll have a Q&A session which you can go ahead and enter Inc questions to the zum-zum Q&A control panel at any time and I'll answer as many as I can once we wrap all right before we go ahead and dive in I do want to mention that we will be looking at only our web app features today we will not be covering any of our hellosign API features so starting off we want to look at who can sign your documents so we have three different options for you the first being just me so this is going to be an option where you can create a document fill out some information and then adhere your signature and send that out to individuals and then we also have our me and others the me and others is going to allow you to input information on your behalf and in here your signature as well as create fields for your signers to fill out and adhere their signature as well and then finally we have just others so if you have documents that need information to be filled out by your signers only and then adhered their signature only such as any tax forms this is going to be a great option for you alright so now we know who can sign we want to look at where you can sign the first being your laptop or desktop the most common of options and we also have your smartphone and tablets and we also have an option where you're able to sign in person so you when you have somebody maybe walking into your office and you want them to sign in sign an NDA anything like that you're going to be able to set that up on your tablet and have them do it right as they walk in all right so now let's go ahead and jump into my demo account and take a look at some of these features in action ok so when you first log into your account you will be prompted to your home screen here this is asking you to simply select what what type of document or who needs to sign so those three options that we just went over are going to be those three options that will always populate before we go ahead and jump in to creating a request I do want to show some navigation here so you're gonna have your main menu here on the left-hand side where you're able to select your signer options look into your templates track your documents which we'll look into a little bit more later as well as manage your teams and our integrations list over here on your right-hand side you're going to have your username or your login email which will always be your username will be up here on the right-hand side so this is going to allow you to populate your signatures here any of the safe signatures as well as create signatures and then also look at any remaining credits and jump into your settings menu so let's go ahead and look at creating and saving a signature I'm going to go ahead and click on edit signature here okay so along the top you'll see I have all of my saved signatures so I have two different options here that I've gone ahead and saved now on the left hand side here you're gonna see the four different options that we have to actually create your signature the first being to draw in your signature here and you can easily do that using your trackpad or your mouse I can type my signature in and when I type that in I can use different fonts that we provide here you can also upload an image of your signature directly to the options there so if you want to have a more realistic signature there you can go ahead and upload that and then we also have the user smartphone option for this all you would need to do is take a photo of your signature using your phone and then go ahead and email it into sign at hello sign comm with the subject line being your unique code once you've done that your signature will be uploaded to your account to select your default all you'll do is go ahead and click on the saved signatures and then simply select the signature you'd like to use all right so now let's go ahead and start creating a signature request so for this I'm going to use them me and others as it is going to be one of our most common options there so the first thing you're going to need to do is going to be uploading a file you have a couple of different options here the first is going to be uploading the file directly from your computer or your device we're also able to use a template we've already created which we will do in just a moment you can also use any of your file sharing service options here such as your Google Drive box Dropbox Microsoft onedrive or Evernote and then you can always drag and drop your file here as well so I'm going to go ahead and upload a file you now if you have more than one file that you need to have signed so if you have a couple of different documents you are going to be able to add them in secession here and then also create their order so if I wanted to go ahead and add another option here I could go ahead and select my PDF and have that upload and then I can choose the order in which they're placed when you actually send this request this will push them down into one so it will not go as multiple different requests it will be in a single fluid request all right let's just Whittle that back down to one and keep moving on so now we need to select who's going to be signing since I selected me and others I'm already added here so I don't need to worry about that but I do need to go ahead and add in the next person who needs to sign so I'll go ahead and add that person in here and enter in their email now I can continue to add signers by simply clicking on the add signer of course if I've added too many I can easily remove those all right so now we have a couple of options that you can choose from as far as the actual emailing process here the first is going to be adding a CC option so if you want to add somebody to that particular chain that way they know that the document is out for signature and that a signature has been applied you can go ahead and have them on the CC the next is going to be an able signer reassignment so what this is going to allow you to do is allow for your signers to actually reassign this document to another individual so for example if you're working a sales deal and you have a new individual our new sales contract come through and you're actually not the individual that needs to sign off you need to have your manager sign off what I could do then is simply reassign this to my manager and have them sign the document this will allow up to three reassignments after three reassignments you would need to have the document recreated and reset and then I also have my assign higher order so this is going to just simply select needs to sign this document first and as soon as that person has signed it will then trigger an email to the next individual now it is important to note as soon as you do send the first request out everyone on your list will get a notification that the signing process has started and that they will soon receive an email once the individual in front of them has signed off all right now let's go ahead and prepare our documents for signing here is where we're actually going to lay down any of our text fields and sign your fields so as you might have noticed automatically it starts to go ahead and flash save every few moments or so that's because what hellosign is doing is it's automatically saving as you're working through your document all right so let's go ahead and lay down our first box so I'll go ahead and grab my text box by clicking on text box along my top menu here and then simply click where I would like this to be placed I can stretch this out to match the actual box here and then on this drop-down I can select who needs to fill this out so if I wanted to fill this out now I could go ahead and do that and now I can go ahead and I can update my SOT bye font size if I wanted to as well as I continue on with my particular fields here since I have already selected text box it's going to automatically continue with that selection I also have selected me now and so it's continuing with that selection as well to update that all I need to do is go ahead and let's click on that again go ahead and update who's going to be feeling that out so maybe I'll go ahead and enter in myself but it's actually one the signing process is happening now you'll also notice I have this required field so I can easily make this something that is required or not required by the individual that is assigned this particular field and then I also have my validation types so if I would like to go ahead and exclude certain options so maybe I wanted to do numbers only I could do that so it's going to restrict what individuals are actually able to put into this field I'll continue moving on here to lay down a few more fields so I'll go ahead and update that to the next individual you and I'll also go and add another field here you all right so as I go down I can add a couple of more options here so one might be my initials maybe I want them to initial off each one of these listings here so I'll go ahead and drop an initial box again I can resize this if I'd like or maybe I want to do a checkbox I can do that as well again to lay down your field simply just click where you want that to actually exist on your document now I'm gonna go ahead and enter in my signatures go ahead and click and drop that signature here and then I'm gonna go ahead and add in another signature and I'm actually going to go ahead and sign this now so I'm gonna go in an update me now since I already have a couple of signatures saved I can simply select from my signatures and insert now I'm going to select my date sign boxes place back down I'm gonna say me now and it's gonna automatically fill in the date but for here I want to update this to actually be my signer and now I'm ready to go so I'll go ahead and click continue my document is ready to go and I need to enter in the title now the title here is going to be the title of the document so when you're looking for it in your Documents folder this is how you're going to find it and then also it's going to be the title of the email and then I can also enter in a optional message for more context if I'd like and simply send my request now I'm prompted back to our home screen here and you'll see along the top that I have my request has been automatically sent all right now let's take a look at our templates so one way to streamline your workflow is to use templates this allows you to create documents that you know you're going to be using on a regular basis and simply add them and then add your signers so you don't have to go through placing your fields down every single time so we have two different options here the first is going to be creating a standard template this is great for those options where you need a more than a single signature and then also for those that need to be more customized this will be sent through an email through your hellosign account the other option is going to be creating a link so what you're going to do with this is create a template that has a link directly to it this is great for those that only need a single signature it's also going to be those particular forms that are going to be the same all the time waivers permission slips standardized forms that you have on your website for example with this link you'll be able to embed this in an email or have it also in your say your website so you'll be able to create that link and insert that where you need creating a link here will also be how you're able to start the in-person signing process so let's go ahead and create a standard template again I'm need to select what type of file so I'm going to go ahead and add in my file here and again if I had more than one document I could go ahead and add those and arrange the order now because this is going to be a template what we need to do is set up our roles the roles are going to designate who is going to need to sign where so when you actually go and go through the signing process you would then assign those roles to your particular signers for example for this permission slip I can have parent and I could have teacher I still have my same options with the CC and the sign of reassignment and signer order and I'll still go through the same process I prepare in my document so here I'll go ahead and grab my textbox that out and I'm gonna have the teacher fill that out now go ahead and enter in another text box here and I'll reconfigure and this time I'm going to have my parent one more here for my teacher you and then of course laying down your signatures you you all right so once you're ready to go ahead and save your template you've laid all of your fields and you're ready to go ahead and keep moving all you'll go ahead and do is click continue now as you'll see also just like with the original signing process you'll see the save option periodically flash because hellosign is constantly saving the work you're doing so go ahead and click continue now go ahead and add in my title and I can add in a message if I wanted to create my template and now we're going to be prompted to either go ahead and use the template or share this template with my team I'm going to go ahead and close all right so now that we're already here when you create that template it automatically populates you to your template section in your document section on this main menu on the left hand side when looking at your templates you see that title which is also the title the email that would be sent out and along the side here you're gonna have a quick actions menu you can easily jump in and edit you can duplicate you can use the template and I can edit my team access so any members I have on my team here I can go ahead and add them to this particular template so before we go any further at looking at our documents was going to go ahead and take a look at our signer experience so I'll go ahead and open up my email so that we can see what that looks like for those you're sending that particular signature request to you you you you you all right so I'm now here in my email and I can see my title here and then my message go ahead and click review inside my document will load I will see the information that has already been input by the either previous individuals that are signing my document or by the individual who created the document for me so I can see which fields are required by me by going ahead and looking at that asterisk so I'll go ahead and enter that in all right so now if I went ahead and tried to continue by clicking next you'll see that I'm prompted to another required field so I can go ahead and draw in my initials here insert and then also see that I have another option here and now I can click to sign you once you have completed the center will see this particular bar across the top letting them know that they've completed the signing process so now I'm gonna go ahead and click to continue and now hello sign is prompting you with the I agree option to confirm that you agree that this is a legally binding document if your signers want to look into the actual Terms of Service they have a link to that here so I'll go ahead and select I agree now I'm redirected to a thank you for submitting your document if you would like your it there is an option within the admin settings to redirect this to a different page of your choosing that's again going to be when you're setting up your account as an admin all right so that's going to be what your signers are walking through once they receive your documents let's go ahead and jump back into my demo account and look at where we can track our documents so in my main menu on the left hand side I have my documents menu it's going to automatically open up to all team documents if you are an admin if you're not an admin it will just open up to all of your documents you can see the status along the left-hand side if it's a document that needs your signature you can easily click your sign option if you want to get some more information such as document ID you can go ahead and actually click on that and then just like your template you're going to have your quick action option here which is going to allow you a couple of different options including renaming downloading resending the option as well as pushing out a reminder to your signer if they have not signed yet if you do wish to cancel you do have the option to cancel here it is important to note that this will not erase the document for others on the other end okay you're also going to be able to break out your different signatures or your different requests here based on their status so moving down now let's take a look at our teams so within hellosign you're going to be able to add multiple different team members to your account this is going to be how admins are able to restrict what specific members are able to do by placing them on a specific role so within the roles we have our make admin make developer and make team manager since this individual is already a member that's not an option but if I wanted to switch that I can make this admin a member so that's going to provide different levels of access to what you can do within your hellosign account quickly we're gonna go over a brief look at our settings here so with your settings depending on your role for admins you are going to have your business features here you're going to be able to add branding by adding your company logo any tag line and then that redirect you're going to be able to add that here now another thing you're going to be able to do is that email that your individual signers receive has a from email address it is a default email and no reply email you can go ahead and name this so that it looks a little different when they actually receive that you can also select what type of signatures you want individuals to be able to submit if you only want them to be able to type and drop you can go ahead and remove that smart phone and upload moving over you're gonna have again teens here which is also going to allow you to manage your team settings as well as your team members and then for individual members here you're going to be able to look at your your individual profile this is where you're going to be able to manage your email address and your profile I'm sorry and your password you can also enter in all of your specific information here if you would like to have that specified and then finally towards the bottom this is where you're going to be able to manage your notifications if you're injured in integrations we do have a list of our integrations here some are going to be right out of the box so you can easily activate others we provide a little bit of information here but if you'd like to get more information such as our hello sign for Salesforce you can go ahead and click on more information and you can reach out to your sales representative and then finally we're looking at our billing so this is going to be for any admin they're going to be able to manage any of your billing options including getting a copy of any invoices all right so as we wrap up I do want to point out a couple of resources here first being our online community and our Help Center within our online community you can reach out to users just like yourselves to ask questions and discuss different features and then in our Help Center you can find a plethora of great help articles as well as short on-demand video tutorials all right so if you do have any questions go ahead and enter them in now otherwise I do want to thank everyone for joining today's session and if you have questions after we jump off please don't hesitate to jump into that Help Center have a great day