1. Make sure you're in "Create document".
2. Type the name, something related to it or choose the category you're looking for in the search bar.
3. Choose the template by moving the cursor over it, and by pressing "Create document".
4. After pressing "Create document", choose in which folder you'd like to archive the document. Once chosen, choose "Create".
Note that your document is visible to everyone who has access rights to that folder.
5. Draft documents with the help of the information and questions provided in the document.
You can also finish the document at a later time by clicking "Continue later".
6. Choose your sign method and confirm the selection by choosing "Continue".
7. You can modify the invite in the invite settings. By choosing a due date, the document will be cancelled automatically if it is not signed before the due date. You can also choose to remind the signees sign automatically. If you want, you can also edit the sender name, and add a message to all signatories, unless a personalized message has been set for the recipient.
8. After choosing the signing method, you are redirected to the signing view. If you are a signing party yourself, or if you ask another party to sign during a physical meeting, tap the signing icon after the signing party's name. After drawing in the signature, press "Sign now".
If you've saved your signature in your personal settings, your saved signature will be visible in the signature view. Saving a signature through account settings fastens the signing process.
Invite the other parties to sign by clicking "Send signing invitations". Signing invitations can be sent by email or by text message.
You can choose to "download the document", "copy as a new draft", "send to email", "move to folder", "copy to another workspace" or "delete" the document from the upper menu.
Once your signing invitations have been send, all signees receive an invitation by email.
Example of a sign invite:
All parties will automatically receive a notification when all parties have signed the document.
Keywords: signin, electronic signing, drafting a document, draft, creating a document