Creating an eSignature

To create a new eSignature, enter a name for your eSignature, add the document(s) to be signed, choose who will be signing, set signature locations on your documents, and publish the eSignature. The following explains those steps in detail. By clicking on the eSignatures tab in the left-hand navigation, Admins can access the main eSignatures page. From this page, All eSignatures, Open, Completed, Expired and Declined eSignatures are visible. To create a new one, click ‘New eSignature".

The first step is to provide a name for the eSignature. A field to enter an optional description is also available. This is a good place to provide directors an overview of what they are being asked to sign. Click Save and Continue.

On this screen, Admins can create a deadline for the eSignatures, upload supplemental materials necessary for directors to understand the approval, upload the document or documents to be signed, and choose the signers to be added to the eSignature.