When sending documents for
electronic signature, you have two
options:
- Right click an existing document and
select "Sign Electronically".
- Use a pre-formatted template.
This article will explain the use of
templates. For details on option 1, see this article.
Note: before any templates are
accessible via Archive, they must be
created
by Premier One. Please contact us with
details
of what you would like included.
To use a template, start by clicking
the "DocuSign" menu item:
A new page will open where you'll be
able to choose the correct template:
Next, enter the information for the
email notification for the recipients of the
document:
Then you will enter the names and
email addresses of the recipients:
Once the recipients are confirmed, a
new page will open with any relevant
pre-selected information, plus all the
necessary signature and data fields
identified. This process saves you the time of
having to type in file data and create new
data fields for every new document.
Contact us to get started with
templates.