Sending your first Envelope
Use Case Summary: In this example, we are sending a new insurance contract for internal review (just needs to open it), and then to your client to collect a signature. We are therefore using the Web User Interface.
(1) Prepare an example insurance contract and upload the document to eSignAnyWhere to create a new envelope. Therefore, use your preferred word processing software, prepare some example contract or letter-style document. No requirement for this example to put any specific notation into the document; just add some text. Export the document in .PDF format, or use the Print-to-PDF capabilities. Log in to eSignAnyWhere with the account just created, and press the button "NEW DOCUMENT" to create a new envelope. In the envelope creator wizard, on the first page, use the file chooser to upload your PDF file.
(2) Design the structure of the signature workflow, by adding recipients. Therefore, add your line-manager as a first recipient (defined by mail address and given name / surname). As the line manager is defined as reviewer, select the recipient type "Needs to view". Add a second recipient (the customer), and keep standard recipient type "Needs to sign". Proceed to the next page in the envelope creator by pressing the NEXT button on bottom-right. The 2nd page is the "Designer" page. Use Drag&Drop to place a signature field on the document. Proceed to the third page in the envelope creator, which is the summary page. Review the configuration and press SEND to send an invitation to the first recipient via mail. As a sender, you see in the envelope list that the envelope is waiting for the first recipient to open the activity.
(3) After the line manager has approved the document, the client gets invited to sign. Details about the signer UI are explained in the Signer Guide, but for the basic scenario we expect the UI does not require big explainations. Once thee client has signed the document and pressed the FINISH button, you as a sender receive a notification about the finished document.
(4) As a sender, refresh the UI with the REFRESH button within the Web UI. Now you should see that the status was updated to "Completed". Click on the row to enter the details view. Here you can download the signed document and also the audit trail document, which is the process evidence. Usually, when using the Web UI, you would store both the signed document and the audit trail to your electronic documents archive for storage. There are of course integration options available to collect the signed documents automatically at the end; those are described in the integration chapter.
Info |
---|
In this example, we focused on the very basics. We start from a PDF document to avoid complexity of all the different document conversions available. We did not consider that a document can already be prepared with form fields or signature field locations, we did not explain the differences between various signature types and we did not explain the legal implications based on choice of the proper signature method. Those topics, beside many others, will be covered in the next chapters and subsequend pages. |
|