From the eSignature dashboard, the user can initiate a new eSignature request by clicking on “New E-Signature” and the user will be redirected to a new screen to start creating a new eSignature.
Document Upload Instructions & Requirements
The user would be re-directed to the document upload screen, where the user can upload the necessary documents.
To proceed, the user is required to complete the following steps:
Document title (optional)
Custom reference (optional): this will be the reference to all email subject for this eSignature request
Choose file (allowed file: .doc, .docx, .pdf, .txt, .jpg, .jpeg, .png, .ppt, .pptx, .bmp, .svg allowed max file size is 50 MB for PDF, 10MB for other files; allowed max page count is 2000)
Browse local or cloud
Upload one or multiple documents
or
Choose template: How to create a template (Refer to – Template Creation)
Once document selected click “Next”
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