Creating a Signing Session

Creating a Signing Session

Create a signing when you need to send documents or forms to be signed or reviewed by various participants, or when you need to sign a document or form yourself.

Steps

  1. Navigate to Signings.
    The Signings page opens.​
    Signings page.
  2. Click Add.
    The Create Signing popup opens.
    Create signing popup.
  3. Enter a name for the signing.
  4. To add the signing to an existing transaction, do the following:
    1. Click Add to Transaction.
      The Assign to Transaction popup opens.
      Assign to transaction popup.
    2. Locate and check the transaction you need to assign this signing to.
    3. Click Save.
  5. Click Save.
    The create signing page opens.
    Empty signing.
  6. Add participants to the signing. Each signing must have a minimum of one participant (of any type) or, if only you need to sign, one signer action for the Myself participant.
  7. Add documents or forms to the signing. Each signing must have at least one document or form.
  8. Add signing fields and markups, such as highlighting and strikeouts, to the documents or forms. Each signer-type participant must have at least one signer action.
  9. Set up additional options, such as signing expiration dates and automated reminders, if needed.
  10. Do one of the following:
    • If you are not ready to send your signing yet but need to save it, click Back, then click Save.
    • If you are finished adding participants, documents, and signing fields, and are ready to send the signing to all participants, click Next.

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