To initiate eSignature on an existing PDF in Basil, click the three-dot menu for the PDF document and select 'eSignature', and then 'Prepare Document'. Enter the email addresses of the users who need to sign the document. If you are one of the signatories, you can check the 'Include My Signature box'. Check the ‘Enforce Signature Order’ box if the users need to sign one after the other. You can rearrange the order by dragging the emails up or down. You can enter a message for the users signing the document in the text box provided.
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. If you are one of the signatories, you will be prompted with an option to sign, and then send the document.
eSignatures can also be initiated on new and existing PDFs by going to the eSign tab (located at the top) and clicking '+Add' at the top right. From here, you can use the 'Upload Files' tab to upload a PDF from your computer or the 'Select Files' tab to select an existing PDF in Basil.