Creating a signature request

To have board members or other users sign a document electronically, you need to initiate a signature request. This allows them to either sign and approve or reject the shared document.

Steps to Create a Signature Request

1. Locate the Document

• Navigate to the folder containing the document you wish to have signed.
• Select the document from the left side box, click More Actions, and then choose Signature Request.

2. Set Request Conditions

• Adjust the conditions for the request. By default, the due date is set to 30 days, and the minimum signature level is set to Advanced electronic signature. Modify these settings as needed.

3. Signature Level Considerations

• Users with a Limited electronic signature cannot sign the document with the default settings unless they update their electronic signature settings (if possible), or the level is changed to Limited electronic signature.
• When set to Limited, all users (both Advanced and Limited) can sign.

4. Set Reminders

• You can configure up to three automatic reminders for users requested to sign. Use the calendar module to select up to 3 reminder dates, which will be highlighted in green.

5. Select Users for Signing

• In the next step, choose the users you want to sign the document. Click the "Add users" box to see a dropdown list of all users with access to the document who are eligible to sign.
• Click on their names to add them to the request.
• To select all users for signing, click "Add all users" to include everyone in the request automatically.

6. Notification Options

• By default, users will receive a notification of the request via email. If available, you can also include SMS or push notifications through the iOS app.