How can I sign a form before I send it to a customer to e-sign from the dashboard?

[adriana95571751]

I am sending an application for a customer and I need to sign it in three locations prior to sending the document to be e-signed by a customer. Please help this would make my life a lot easier and save a ton in paper thanks.

[NakulB · Accepted solution]

Hello,

If you are planning  to sign the document first and request further signatures, please follow the steps mentioned below:-

- Login to your eSign account

- Go to send tab

- Type the email address of the recipient

- Select I need to sign (Order entered-First)

- Upload the document

- Check Preview, position signatures or add form fields

  (If you like to position the signatures and form fields)

- Click Next

- Place the signature fields

- Change the signature field role to E-sign by you

- Click Save- Next

- Apply your signatures

- Once you complete your signatures, document will be sent to the next signer

Regards,

Nakul