Overview

eSignature can be triggered from documents in the Content Library. 

• You can self-sign the document, send it for signature, and create templates from the document.
• Only .docx, .pptx, .pdf, .png, .jpeg, .jpg, and .bmp file types are supported.

See eSignature Overview for more information on this feature.

Self-Signing documents

1. Go to the Documents tab of the Content Library and locate the document you want to sign, then click the eSignature icon and select Self Sign.
2. Add the required fields to the Add Fields page of the eSignature module.
   
3. Click Finish. Once the document is self-signed, you are navigated back to the Content Library page.

Requesting signatures

1. Go to the Documents tab of the Content Library and locate the document you want to sign, then click the eSignature icon and select Send for Signature.
2. Enter the recipients email address and display name in the appropriate fields. Click New Recipient to add additional recipients.
   Note: You can add CC recipients in the CC field.
   
3. Click Next.
4. Add the required fields on the Add Fields page, then click Next.
5. (Optional) Enter a message for the recipients on the Review page.
6. Click Send. Once the document is shared with the recipient, you are navigated back to the Content Library page.

Creating templates from documents

1. Go to the Documents tab of the Content Library and locate the document you want to sign, then click the eSignature icon and select Create Template.
2. Add the placeholders to the Add Placeholders page and click Next.
3. Drag and drop the required fields on the Add Fields page and click Next.
4. Enter a message for the recipients (optional) on the Review page, then click Create. All documents and templates created from the Content Library are available in the eSignature module.