HOW TO SEND a Document for Electronic Signature
Scenario: You have a form on your local drive that is not configured in the AEX platform that you would like to send out for electronic signature. You can send this by using the "Send a File" Transaction Feature.
Please Follow the Steps Below:
Step 1. Select the document from your desktop. If the intention is to collect data, then the document needs to be a fillable PDF. If the document is only being used to collect e-signatures, the format can be in Word or PDF format.
Step 2. Click the Launch Button in the top left corner of your Workspace:
Step 3. Click on "Send a File" in the top right corner of the slide out panel:
Step 4. Upload file and click "launch"
Step 5. Add signature block to form.
Select Blue FAB on the bottom right corner of the signing viewer. Publishers will be presented with the following options;
(From top to bottom)
- Text Box: Add text box
- Sticky Note: Place a sticky note (equivalent to a post-it note) for your client
- Text field: Add free-form text
- Signature Block: Place signature Block and add an email address to assign this signature block. Publishers can add multiple e-signatures to one document (instructions below)
- Signature: Add YOUR Signature
Step 6. Add a single or multiple signature levels and dates (optional). Publishers can select Signature Block to add one or multiple signature levels on the document. Publishers can add signature levels by updating the signing level field. Publishers can also include the signing date by selecting “Include Date Stamp”. Once complete, select “Accept”.
Step 7. To send, select the paper icon, add a subject line and message then select Send.
