GUIDE – 07.
Select “New Document” in the application menu or choose one from the three predefined workflows on the dashboard.
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.
To send more than one document for signature, simply add more files by pressing the upload button as needed.
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.
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.
Proceed on selecting partner(s)