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