Creating an eZsign Folder

Creating an eZsign Folder

Whether you want to create a personal folder or a shared folder, the procedure is the same.

• From your home page, click on QUICK MENU >> Create a Folder.

• Enter the Folder Name.

• Select the Folder Type. The choices you will have in this drop-down list will depend on your package (personal or shared folders). For more information, please see the article Difference between a Personal Folder and a Shared Folder.

• Select the desired Reminder Frequency. It is possible to send an e-mail to an external signatory reminding him that he has a signature to complete in a document.

  • "Daily": The reminder will be sent every day until the document is signed.
  • "Weekly": The reminder will be sent once a week until the document is signed.
  • "None": There will be no reminder sent even if the document has not yet been signed.

• You can add a Folder Note , such as the type of documents that can be added to this folder.

• Click on NEXT STEP to add signatories.

• The user who created the folder is automatically added to the signatories, but you can add more signatories in 2 different ways, i.e. by searching for someone already entered in the system or by creating a new signatory.

Existing Signatory

• Start typing the signatory name in Search for Recent Signatories and select the desired person from the list that will appear.

NOTE: When it is a shared folder, each member of the user group that has access to this type of folder will have access to the signatories added to the folder.

New Signatory

• Click on Add a****Signatory.

• Enter the First Name and Last Name of the signatory.

• Select the appropriate Language. The e-mail message and all the instructions sent to the signatory will be in this language.

• Select the desired Authentification Type. For more information, please see the article Types of Signatory Authentication.

• Depending on the type of authentication selected, enter the Cell Phone or Home/Work Phone.

• Click on SUBMIT and the signatory will be added in the eZsign folder.

• Click on NEXT STEP to add documents.

• There are 2 ways to add documents: From your files (will be explained in this article) and From your eZsign Templates (for more information, please see the article Adding/Loading/Editing a Template).

• Click on From your files.

• Drag/drop your files in the Uploading Area.

Warning

The file to be downloaded must be in PDF, Word, Excel and PowerPoint format.

• Once the documents are added, click ADD FIELDS TO DOCUMENTS.

• Select the Active Document from the drop-down list.

• At the top left, select the desired Signatory. Each of the signatories will have a different field color (the same as the one in the "Signatories" section of the folder).

• For each of the signatories, choose and drag the field type in the document from the Signature Fields list.

• Once all fields have been added to all documents, click on SUBMIT.

• Click on NEXT STEP to access the document sending page.

• You can write a private message to each of the signatories by clicking on this icon

to the right of the signatory.

• Click on SEND.