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Documents

Last updated 2017-04-27 13:46:10 UTC

Documents may be manually launched for signing from the Documents tab.

Document Setup

  • Click on Simple Setup to use a simple drag-and-drop interface to easily create an envelope containing one or more documents.
  • Click on Classic Interface to use the classic setup when more advanced configuration and template options are required to create a single document.
  • Click on Copy an Existing Document Template create a new document by copying an existing/pre-defined document template.

Simple Setup

Creating a new document envelope typically involves 5 basic steps:

  1. Selecting documents to be signed
  2. Defining signers
  3. Designating JotBlocks (areas on the document that need to be signed or require input)
  4. Configuring workflow
  5. Reviewing and sending

You can read more details about how to create a new document envelope here.

Classic Interface

  • Select the document you wish to have signed in PDF or Word format
  • Provide a document name that will accurately identify it later
  • You may optionally provide your own order number, which may be anything that may tie the document record back to your own company systems
  • You may select to use a template, in which case the template's JotBlocks will be mapped onto the document you are uploading
  • Select a Language if supported in your Account
  • Select an Email Design Set
  • Select an expiration date, which will be initially set to the default expiration age defined in your settings
  • You may optionally enter a password (this will be required if your account is configured to Require Signatory Password)
  • If your account supports the use of external signing devices, you may be provided with the option to "Enable Signature Device Support". A number of configurations are required for this to be supported, and this should be used in conjunction with support from your AssureSign support staff.
  • Click "Continue" to edit the JotBlocks (if you have selected to use a template which is locked, then you will not be able to edit the JotBlocks). After editing JotBlocks, if you are not using a template with locked workflow you will continue on to specifying the workflow for your document.

Copy an Existing Document Template

  • Select the template you wish to use as the basis for your new document
  • Provide a document name that will accurately identify it later
  • You may optionally provide your own order number, which may be anything that may tie the document record back to your own company systems
  • Select a Language if supported in your Account
  • Select an Email Design Set
  • Select an expiration date, which will be initially set to the default expiration age defined in your settings
  • You may optionally enter a password (this will be required if your account is configured to Require Signatory Password)
  • If your account supports the use of external signing devices, you may be provided with the option to "Enable Signature Device Support". A number of configurations are required for this to be supported, and this should be used in conjunction with support from your AssureSign support staff.
  • Click "Continue" to edit the JotBlocks (if you have selected to use a template which is locked, then you will not be able to edit the JotBlocks). After editing JotBlocks, if you are not using a template with locked workflow you will continue on to specifying the workflow for your document.

Document Validation

The Document Validation tool allows you to upload an existing document that was signed using AssureSign to ensure it has not been tampered with.

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