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.
Note: To 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.
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