How do I take a contract that I’ve already made, and add e-sign?

Modified on Thu, Jan 9 at 5:44 AM

  1. Locate the Document

    • Go to the “All Documents” section, find the document, and click Actions > “Start E-Sign.”
  2. Add a Signature Field

    • In the PDF, click the Signature button, then click the Pencil Icon to customize.
  3. Add Signer Details

    • Enter the signer’s name and email address in the designated fields, then save.
  4. Review and Send

    • Confirm signer details on the “Review Your Signees Below to Confirm” page and click Send in the top right corner.
  5. Complete the E-Signing Process

    • Check your email for the signature request, click “Start Signing,” and follow the instructions.

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