How do I prepare a document for eSignature?

To initiate eSignature, click the three-dot menu for the PDF document and select 'eSignature'. Enter the email addresses of users who need to sign the document. Check the ‘Enforce Signature Order’ box if the users need to sign one after another. You can rearrange the order by dragging the emails up or down. Next, click 'Prepare Document'. The document will be displayed along with multiple eSignature components.

To prepare the document, drag and drop eSignature components like a Signature, Initials, Date, Text Box, or Checkbox into the document. Assign each component to a user by right-clicking on the component. Click the 'Save' link to save the document and work on it later. Click the 'Save and Send' link to send an email to each selected user, with a link to access the document and sign.