eSignature

Getting Started

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

Template Setup

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

Coding Workflows

• Preparing a Document for Signatures
• Using Sender Type Textboxes
• Aligning and Stacking Fields, Grouping Checkboxes, Placing Radio Groups
• Customizing Your Signature for eSignature

Testing & Finalizing

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

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