How to Send a Template or Document > eSign

This guide explains how to send a template or document once ready for signing.

Navigate to the saved template in the "eSign" feature.

To send out a document for signature:

• Ensure all fields, such as signature and date, are inserted.
• Click "Save" to finalize the document.
• Select the template and click "Send" to initiate the signature process.
• Enter the subject, message, and recipient details, including the candidate's name and email.
• Add the internal requester information.
• Submit to send the document via email to all parties involved.