How to eSign a Document

This guide explains how to sign a document using eSign.

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  1. Click on Admin
  2. Then Click on E-sign
  3. Find the document you want to send under 'Templates'.
  4. Click on the three dots next to the creator name to see drop down options menu. 
  5. Click on "Send."
    1. Recipients will be able to click the link provided in the email to access the document.
  6. Recipients sign the document digitally and click "Next" to submit it.
  7. All who have signed the document will receive an email confirmation once the document is signed by all parties, and will be able to download the signed document.
  8. You can now view the audit log, including the status of documents. 
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