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Your step-by-step guide — save eSignature recipient
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. save eSignature recipient 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 save eSignature recipient:
- 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 save eSignature recipient. 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 workspace, is the thing that organizations need to keep workflows performing efficiently. The airSlate SignNow REST API allows you to integrate eSignatures into your application, internet site, CRM or cloud. Try out airSlate SignNow and enjoy faster, easier and overall more effective eSignature workflows!
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Signature mobile app development proposal template
today I'm gonna show you step-by-step how to send Dorcas an envelope welcome back to this channel it's sofiane here your dog is an expert I help businesses implement digital signature and workflow automation solutions and today I'm gonna walk you through and step-by-step how to send your first ok-sun envelope doctors and envelopes work in a very similar way if we compare them with normal paper envelopes the main difference is that you can place as many documents as you want inside of them and they also automatically route to the next recipient so if recipient one has finished signing it will automatically get routed to the next recipient so let's just get started after logging into DocuSign click on new and send an envelope click on upload and choose the file that you want to send you can add as many as you like and the format can be a PDF or Word document for example the second step is to add the workflow to our envelope in this example I'm using a sales proposal which needs to be signed by myself and the client but I also want my accounts team to know that the client has accepted the proposal so they can start the invoicing process immediately so let's go ahead and add the first recipient that's going to be the client John Smith now you've got a list of different actions you can allocate to each recipient in this example we just need a needs to sign now I'm gonna add the second recipient and that's gonna be myself needs to sign is also the right action and I also want to see see my team member in this envelope so add a recipient and instead of needs to sign I'm gonna change this to a receives a copy now I want to make sure that I don't receive the envelope unless John has signed his part so I'm gonna take the said signing order John is in position 1 I'm in position 2 nm team member is in position 3 which is totally fine I also want to change the email subject and message so that it looks nicer for John so please DocuSign your NDA and I'm just gonna thank you now I'm gonna click on next and that's the last step of the envelope sending process you can drag fields from the left-hand side and drop them until the document DocuSign field indicates to your recipients which action or information they need to add to the envelope so let's scroll down to the last page of the document because this is when I need a signature from the client now we can see that the fields are currently in yellow and that's because John Smith here at the top is the recipients selected if I click on my name the fields become blue that is how you know who you're adding the field for if you make a mistake you can always change the ownership of the field and I'll show you how later now the order in which you're adding the field onto your document doesn't matter at all but I just like to start by the clients so I'm gonna select John Smith and add the signature tag right here I also need John's name and I want his title as well as the date signed those last three field or automatically filled out John doesn't need to enter anything they will be automatically populated now I just want to make sure everything is centered so now that I've done Jon's part I need to add the field for myself I could just drag and drop one field after the other but I can also just drag over and do a control D which then just copies and pastes the same selection and that's when I can actually change the ownership to myself for those particular fields and that's it the envelope is ready to be sent let's just click on send I'm now logged in logged into Jon's inbox and there's a notification asking him to sign the NDA so let's just click on review and sign on his behalf to start a signing process John can just click on start and he will be taken straight to wherever he needs to sign on the document and click on sign selected style that he likes and adopt and sign John's signature has now been added on to the document so John can now click on finish and now that John has signed I'm logged into my own inbox and I've received notification from DocuSign asking me to sign a document so I'm gonna go ahead and do that and I can now see that John has already signed I can sign myself and finish in just a few seconds later we've all received the same email from DocuSign and that email contains the signed version of our proposal while all this was quite quick we can speed up the process by saving our document as well as the workflow in a doc assigned template and that's what I'm gonna show you next now that you know how to send your Dorcas envelopes the next thing you must learn is how to set up templates templates will allow you to send you envelopes in no time because they will contain the document workflow and field of the doukasen envelope and that's what i'm gonna show you in the next lesson so if you did enjoy this video and learn something I hope you can give it a thumbs up and I'll see you the next video you [Music]
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