Step 1: Setup

1. Go to New eSign on the left-hand side navigation menu. This will open up your eSign Dashboard.
2. To start a new eSign Package, select the Create Packet button in the upper right-hand corner. 
   
3. The eSign Wizard will open.
   
4. Start by naming your packet. 
   
5. If you are an Admin or Staff, an additional dropdown box will appear, and you will have the option to create a packet on behalf of a user. 
6. If you are using Financials, you will have the option to associate the packet with any of the transactions you have access to. 
   
7. Find the transaction that you wish to associate the packet with and select the Transaction. 

1. Once you have named your packet and selected a transaction (if applicable), click Continue in the bottom right of the screen. 

Step 2: Recipients

1. Add your Recipients. To add recipients, use the search bar to search for Users, Contacts, and Past Recipients. You can also filter by recipient type. 
   
2. If a recipient doesn't exist in your database, you can create a Recipient and add them to your Contacts Database. 
   
3. You can also set up Email Reminders and Text Reminders.  Email Reminders must be enabled to use Text Reminders.  Reminders will go out at whatever interval you select. The interval options are 12 hours, 1, 2, 3, 4, or 5 days.  Obviously, if you choose to use Text Reminders, make sure your contact has the correct phone number. 
   
4. Once you have selected a recipient, you will need to select the Recipient Type. The Recipient Type allows you to determine whether the person is a Signer, or just needs to receive a copy once everyone has signed, or just needs to be notified that everyone has signed. 
   

1. Once you are finished adding recipients, click Continue to proceed to Documents.
   
2. If you aren't quite ready to finish your eSign Packet, you can also Save a Draft.
   
3. If you choose to cancel, your packet will be removed. 
   

Step 3: Documents 

1. Select the file(s) that you would like to use for the eSign. You can do this by:
   
1. Uploading a Document from your computer by selecting Choose files or Upload Files;
   
2. Drag and dropping your file(s) to upload your document;
   
3. Add a file from your Files in ClientBAY by using the Choose From and selecting Files to upload your document. 
   
2. Once you have your document(s) uploaded,
   
3. If you are uploading multiple files, you can change the order in which they appear in the packet by dragging and dropping each document. 
   
4. Once you have uploaded all your documents, you can choose to Cancel, Save Draft, or Continue. 
   
5. If you cancel, your packet will be removed altogether. 
   
6. If you choose Save Draft, a draft will be saved to your Packets so you can access it later. 
   
7. If you choose to continue, you will be taken to the next step. 
   

Step 4: Signatures

1. Now it's time to add tags for each signer.
   
2. To add tags, select the singer you want to add a tag for. 
   
3. Add a tag (i.e, name, date, initials, etc) by clicking whichever field you would like to add and dragging it to place on your document. 
   
4. Drag and drop the box or click where you would like the tag added to the document.
   
5. You have the option to make fields required once you place them on the document.  On the right side of the screen, there is a toggle to make this field required. 
   
6. Some fields allow you to change the font size to fit the document.
   
7. Some fields allow you to enable them as read-only fields, which means that the recipients can only see the text that has been entered in the Value section on the right-hand side for this field.
   
8. Some fields allow you to enable them as Required fields, which means only the recipient who is selected has the ability to insert text into this field. 
9.  After you have added all of your tags for each recipient, click Continue.  
   
10. You can also Save your Draft. 
    

Step 5: Review

1. Now it's time to review your Packet.
   
2. Review all of the information for sending. If it is correct, click FINISH. If you need to make any edits, click PREVIOUS. 
   
3. When you press FINISH, the packet will then appear on your eSign Dashboard where you will be able to see the status of the packet. These statuses will be either Sent, Opened, Completed or Void. When the signing in a packet is completed, there will be a date under the completed column under Dates as well.
   

1. View the Documents
   
2. View the Recipients
   
3. View the History of the packet
   
4. Resend the packet to all or some of the recipients
   
5. Void and edit the document if there are some changes that need to be made. With this action, the tags that were previously added will also be added to the new document.
   
6. Void the packet.
   

1. View/Download the Documents
   
2. View the Recipients
   
3. View the History of the packet
   
4. View/Download the Completion Certificate