eSignature

Getting Started

• eSignature Walkthrough
• Best Practices & FAQ
• eSignature Document Checklist

eSignature on Demand

• eSignature On Demand

Templates

• Signer Types: General vs. Specific
• Creating a New eSignature Template
• Copying eSignature Templates
• Secondary Signers
• Archiving eSignature Templates

Testing & Finalizing

• Attaching a Template to Your Offering
• Add a Countersigner
• Countersigning a Document
• Downloading eSignature Documents
• Voiding eSignature Documents

Coding Workflows

• Preparing a Document for Signatures
• Using "Sender" Textboxes to Auto-Fill From IMS
• Aligning and Stacking Fields, Grouping Checkboxes, Placing Radio Groups
• Customizing Your Signature for eSignature