The Document tab displays all the documents the user is a party to. Select a specific document to display more details.
All existing Templates in the account will be listed under this tab, with the most recently created one at the top.
A Template can be selected to be sent out. Enter a Name and Email Address for each Role; add a personal message, a Passcode, and edit the expiration date if desired. If Merge Fields are present, click ‘Next’ in order to complete these on the next screen. Once all fields are completed, click ‘Send.’
In Person Document Sign allows a party to complete a document while on your mobile device. To get started, choose ‘Start’ on the bottom of the screen.
In order to initiate an In Person Document, choose the Template, complete all fields, and click ‘Send’ – if Merge Fields are present and you must click ‘Next’ in order to complete those fields.
An Email Address for the signer(s) is optional. If one is not added, they will not receive a notification once the document is executed.
Once sent, the document can be accessed from the Documents tab. Choose the document and a ‘Sign’ option will be available.
Personal information can be viewed from this tab. The web app will need to be accessed in order to change any information on file. This is where the user can Log Out of their account.
Requesting Help from Support will send an email request to firstname.lastname@example.org using the device’s default email.