E-Signature allows your office to upload a PDF document to be signed by one or multiple signers through the VO. All signers are required to have their own portal in order to securely access the document for signature.
Click the Upload to Clients quick tile on the Dashboard or Files > Upload to Clients on the left menu.
Click Upload new file to Clients.
Enter the first few characters of the name of the Company or Client you will be sending the uploaded file to, and click the name of the company or client when it appears. You may only select one VO Client when using E-Signature.
Enter a Title for the file.
Select the desired Category. The Category field will default to General Documents. Click here for instructions to add Document categories.
Select the Department the file is associated with for your client and staff. Click here for more information about Departments.
Click the Signature Required button.
The Single Signature and Multiple Signatures options will appear below the green Signature Required button. Click the Single Signature radio button.
Attach the files for signature. The Filename has a 250 character capacity. When multiple files are attached, the VO will merge all files into one pdf document.
Click the green Continue button. This will launch the Add Signature Field page.
A dialog box will appear that tells you to Click anywhere on the document to insert the signature placeholder(s). Click Okay in the dialog box. This will load the PDF file that needs to be signed.
As you click on the location for the placeholder, an options bar will appear, allowing you to select a signature, date, text, or checkbox. You can set multiple placeholders for one signer (i.e.: A signature placeholder and a date placeholder). Click on the icon for the desired placeholder to add it to the document. (Signature was selected for the article in the screenshots below.) To move a placeholder, drag and drop it in the desired location. You can also delete the placeholder.
As the placeholder(s) are being set, a dialog box asking Who needs to sign here will open. Select the email address which corresponds with the person who needs to sign in the placeholder box(es). Click the blue Save button.