Steps:

  1. Log in to the System. 
  2. On the main dashboard, click “Generate Documents.” You will see a list of previously generated documents.
  3. Find the document you want to share for signing (Please ensure that the document has already been approved.)
  4. Click the "Action" menu on the far right of the selected document and choose "Share for Signing."
  5. A form will appear displaying the signatories’ details, include a message if needed and attach any previously uploaded supporting documents if needed.
  6. Once all details are filled in, click on the "Share" button to send the document for signing.
  7. The recipient will receive an email notification with a link to access and sign the document.