Click Admin > Config > e-Signatures.

Select your provider.

Enter your Username, Password and Integrator Key.

Set the Default Expiry Period (amount of days the document receiver has to sign the document) and Default Reminder Period (the amount of days from when the receiver should receive a reminder to sign) days.

Click OK.

Click Admin > Document Library > select the relevant template and click Edit.

From the document template settings window, tick e-Signature. You are prompted to ensure your document contains white text anchors for each signer to indicate where to sign. (As explained in the Configure the Document section of this article.)

Upon selecting a To and ticking e-Signature, the e-Signature tab is enabled.

From the e-Signature tab, if the document should be both printed and signed, tick Print & e-signature.

Expires in and Reminder every default to the days set in Admin > Config > e-Signatures but can be overridden.

Click Edit Body Of Document.

At the bottom of the document, enter Signer1 and Signer2 on two separate lines.

Select the signers text and right-click to change the colour of that text to white.

Save your document click OK on the document templates settings and the Document Templates windows.

Attach your document to an action.

Upon running the action, the client(s) receives an email notifying them that they have received a document awaiting their signature.

From the client History tab, a Sent stamp is added with an e-Signature Type.

Click e-Signatures to view the status of the document.

Note: If there are two signers, there will be two separate statuses.

When the client opens the email, the client History tab adds a Delivered stamp.

Upon clicking e-Signatures, the status is updated to Delivered.

When the client signs the email, the client History tab adds a Completed stamp.

Upon clicking e-Signatures, the status is updated with a button to View as PDF or View Summary.

Introduced in version 2018.6.23.4908 on 4/7/2018.