Filling 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 from the homepage of your eZsign platform.

NOTE: Form fields must be completed before electronic signature fields.

Accessing the Form to Fill Out — From the eZsign Folder

• From the left-hand menu, click eZsign Folders and select the desired folder.

• Once inside the folder, you will be able to fill out the form directly by clicking the Sign Your Folder Documents button.

• You can also access the form by clicking the three vertical dots on the right of the folder, then selecting Sign Document.

Accessing the Form to Fill Out — From the Homepage

• From the eZsign homepage, in the Notifications section, you can see whether you have any pending forms.

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

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

Fill out the form

• Fill out the desired form fields.

• If you wish to complete the document later and save the filled fields, click the downward arrow, then click Save as draft.

• Once all form fields have been filled out, click Proceed to signing.

• Sign the document in the indicated places by clicking Signature.

• Then click Finish.

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