Sending Documents for E-Signature:

Introduction: 

This guide provides a comprehensive walkthrough for sending documents for e-signature. Before initiating the process, it's important to ensure that you possess adequate e-sign credits in your account. If you need to purchase additional credits, please click here to refer to our guide on adding e-sign credits.

 

Sending Documents for E-Signature: Follow these step-by-step instructions to send documents for e-signature successfully:

1. Navigate to Document Management:

- Log in to your Steams Online account.

- Click on the "Digital Marketplace" tab to expand the menu options.

- Click the "Document Management" link within the extended menu. 

- Click the "Add Document" button next to the "Documents" button on the document management page.

2. Enter Document Details:

- Provide a title for the document to help identify it.

- Click on the "Choose File" button and navigate to the location of the desired document on your system.

- Select the document file and proceed by clicking the "Submit" button.

 

3. Document Preparation:

 - The system will load the document, allowing you to add fields for e-signatures.

- Utilize the following fields to enhance the document for e-signing: Signature Field, Date Field, Initials Field, Text Field, Checkbox or Radio Button.

 NoteTo place a field on the document, click on the corresponding field name at the top of the page. Then, click on a specific document section to insert the selected field. Once the field is visible, you can adjust its position by dragging and dropping it to your desired location on the document.

After placing the required fields on the document, click the "Save" button.

 

4. Select Recipients:

- From the document page, locate the document you just created.
- Click the email icon next to the document to begin the sending process.

 

Enter the student's name in the textbox to send it to a specific individual. Alternatively, you can send the document to all registered students for a particular class by selecting the class name and start date.

Check the "Private" checkbox.

- Check the "Send Now" checkbox to initiate the sending process immediately.

- Click the "Send" button to dispatch the document for e-signature.

 

Conclusion: Following these step-by-step instructions, you can effectively send documents for e-signature, enhancing your workflow and streamlining the signature process. Remember to ensure you have sufficient e-sign credits before initiating the sending process.

Not a user or having trouble logging in? Drop us an email to support@steamsonline.com


 Questions? Find out how to get in touch with our support team Mon-Fri 9:00 AM - 5:00 PM US time zones (EST)

 

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