Initiate eSignatures in Basil

Obtaining an eSignature in Basil is simple. First, you will need to upload a PDF document to the appropriate client workspace in Basil. If you need to send an eSignature with KBA (knowledge-based authentication), Basil will let you do so. Details on how to enable an eSignature with KBA and what to expect can be found in our Knowledge-Based Authentication help guide. KBA is a feature that will need to be enabled for you by the Basil support team (support@coraltreetech.com).

1. Click on the 'eSign' tab at the top of Basil and then select the '+Add' option to the top-right.
   
2. In the pop-up window you'll be presented with the option to add a new PDF file to use for eSignature. Make sure to select the correct Client and Workspace so Basil knows where to store the PDF during document preparation. You may also categorize the file during this upload process as well. You can add the file by dragging and dropping the file into the indicated box in the center or you can click the center box to browse and select the file from your computer. Once these are filled out and you’re ready to proceed, click 'Upload'.
   
   
   1. If the file you wish to use for eSignature is already on Basil, you can use the 'Select Files' tab instead and select the file from the correct Client and Workspace in Basil.
      
   2. Alternatively, you can go to the 'Files' tab and navigate to the client Workspace or folder where you'd like to have the PDF reside and use the 'Actions' menu to upload the new PDF to that exact location. Once a document is added, you can then click the three-dot menu for the PDF document and select 'eSignature'.
3. Next, you will have the option to prepare the document, create a template, or apply an existing eSignature template. The ‘Prepare Document’ button is used when you need to prepare a unique PDF document for specific client users. An eSignature template can be created for a document that is commonly signed by many different Client Users or Team Members. You can create a template and apply it to a document when necessary to save time preparing the document for the specific Client User(s) or Team Member(s). For this example, select the ‘Prepare Document’ button.
4. Enter the email addresses of users who need to sign the document.
5. You can rearrange the order by dragging the emails up or down using the icons on the right.
6. Check the ‘Enforce signature order’ box if the users need to sign one after another. If enforced, the second signer will not receive a notification or be able to sign the document until the first user signs the document and so on. You can also add more users to sign the document by clicking ‘Add more Users’.
7. Check the ‘Include My Signature’ box if you need to sign the document.
8. Check the ‘Enable KBA’ box if you wish to have the user(s) verify their identity using knowledge-based authentication.
9. Once all signer email addresses have been added, click the ‘Prepare Document’ button.
10. The document will be displayed and there will be a panel with multiple eSignature components on the right side of the screen.
11. To prepare the document, drag and drop eSignature components like a Signature line, Initials line, Date field, Text Box, or Checkbox over the document.
12. Assign each component to a signer by right-clicking on the component.
13. When you are finished, click the ‘Save & Send’ button to send an email to each selected user which will include a link to access and sign the document.