1. Determine the workflow you wish to use: Do you have partners, are you the only signer?
2. Upload your document(s) or choose from one of the templates in the library. Apply any of the additional options, like password protection or audit trail requirements.
3. Add, edit or remove any of the fields on your document.
4. Complete any of the required fields prior too signing or sending your document and then click proceed to enter the signing phase of the document process.