Fill Out a Form as a User (eZsign Web)

When you need to fill out a form as a user, you can do so directly from the eZsign folder or the homepage of your eZsign platform.

NOTE: Form fields must be filled out before electronic signature fields.

Access the Form to be Filled Out - From the eZsign Folder

• From the main menu, click on eZsign Folders and select the desired folder.
• In the Warning: you are waiting to sign documents box, click on Sign your Folder Documents**.**

• You also have the option to click on the three vertical dots, next to the folder name, and click on Sign Document.

Access the Form to be Filled Out - From the Homepage

• On the eZsign homepage, locate the notification You have pending forms.

• Click on the number to the left of the message to access the pending forms.

• Click on the folder name to open the form to be filled out.

Fill Out the Form

• Fill in the desired form fields**.**

NOTE: To save the fields you have completed so far, click on the downward arrow , then select Save as Draft (see below). You will have the opportunity to complete the document later.

• When all form fields are filled out, click on Submit Form.

• If you have to apply your signature to the document in Step 2, the message "There are remaining actions to complete" will appear.

• Click on Continue.

• You will be able to sign the document in the designated areas by clicking on Signature.

• Once the signature fields are completed and all signatures have been obtained, this message will appear, and you will have the option to Download your documents**.**