How to send signature request?

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Last updated 19 days ago

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How to send signature request?

In Evia Sign, sending a document can be done in simple steps, check out the instructions below:

Document upload

Start by clicking on the SIGN REQUEST button.

Click on the BROWSE button and choose a file in the supported format (PDF/DOC/DOCX) or simply drag and drop the document onto the dotted rectangular space.
You can also upload a document through your OneDrive cloud account.

You can upload multiple documents by clicking the Browse button again and choosing a file in the supported format (PDF/DOC/DOCX), or drag and drop the document onto the dotted rectangular space or upload via your OneDrive cloud account.

Once the documents are uploaded successfully, click NEXT.

Adding signatory

Type the signatory name followed by the email address in the provided space. You can add multiple signatories by clicking the PLUS button and following a similar process. Once done click NEXT.

In a multiple signatories scenario, you can modify the signatories' signing order using the drag and drop icon.

Adding the stamps

First, select the signatory to whom you want to configure the stamps.
Next, click on the required stamp and click again on the document's specific location where you want the stamp to appear.

Follow the same procedure for any required stamp of choice (Signature, Initial, Date Signed, Email, and Text).

Select the next signatory and repeat the same process.

To delete a stamp, select the required stamp and click DELETE key on your keyboard or you can right-click on the required stamp and click on the Delete option.

In the case of multiple documents, once you have configured the stamps for the first document, click on the second document and repeat the same process to configure the stamps for the signatories.

Authentication and Private Messaging

Enabling the authentication option allows you to set up OTP or Access code to verify the signatory before they access the document for signing.

Enabling the private messaging option allows you to send messages to each signatory individually.

Click NEXT.

Document summary

In the final step, the default title of the document can be modified and you can also type a common message to be delivered to all the signatories.
Finally, click the SEND button.