Select “New Document” in the application menu or choose one from the three predefined workflows on the dashboard.
Step 2
In the application you can upload a document from your desktop or from the cloud (Dropbox, OneDrive, Google Drive, Box). To select a document from the cloud, click the appropriate icon, and select the document.
Step 3
To send more than one document for signature, simply add more files by pressing the upload button as needed.
Step 4
In the next section you can edit document information – change the file name (if needed). You can also add a short description. If you want to use this file again, click on the check box to save it as a template in your folder.
Step 5
You can also use additional options – such as protect the document with a password, set expiration date for the document, hide the email addresses in the audit trail or hide the audit trail from your business partners.
Step 6
Proceed on selecting partner(s)
If you’re still having trouble, please email support@signonthego.us and one of our support staff will be able to assist you further.