E-Signatures can be used to set up a template with e-Signature fields with the expectation of e-signing, or manually add e-Signature fields to a document post-generation OR any external document
Overview
The "Adding e-Signatures to a Template" guide explains how to set up and use e-signature fields in Smarter Drafter document templates. This ensures that documents requiring signatures can be seamlessly prepared, sent, and executed electronically.
Learning Outcomes
By using this guide, you will learn how to:
- Set up signatories using contact mapping for automatic field population.
- Insert e-signature fields into a Word template using the Smarter Drafter Add-In.
- Configure signature components such as name, initials, date, and role.
- Send documents for signature and manage signing order preferences.
- Track the signing process with notifications and a history log.