Follow these steps to add multiple signatories in esign documents:
- Log in to the CRM.
- Click the Main Menu.
- Click Essentials.
- Click Collaboration > Esign Documents. The Esign Documents module opens.
- Click +Add Esign Document. The Create Esign Document window opens.
- Enter or select information in the following sections:
- Who should sign this Document?
- Module: Select the module where Signee 1 is available (Contacts, Leads, Organizations, Vendors, or Users).
- Record: Select or create the Signee 1 record from the chosen module.
- Email: The email field will auto-fill based on the selected record.
- +Add Signee: Click to add Signee 2 or Signee 3. Repeat the same selections for each.
- Delete Signee: Click the delete icon next to the email address to remove a signee.
- Note: Signees will receive the document in the order they are listed
- What document should be signed?
- Upload File: Select this option if the document is on your local system. You can browse and upload the file or use drag-and-drop.
- Internal Document: Select this if the document is already stored in the Documents module.
- Select Related Module: Choose this option if the document is linked to a specific CRM module.
- Module: Select the related CRM module from the drop-down list.
- Record: Choose the specific record related to the selected module.
- Template: Select the template associated with the chosen record
- Note:
- You can upload only one document at a time.
- File size limit: 50 MB
- Supported formats: pdf, text, doc, docx, png, jpeg, xlsx, xls
- Add email details:
- Email Subject: Enter the subject line for the e-signature email.
- Email Note: Add any additional instructions or messages for the signees.
- Click Save as Draft to send the document for signature later.
- Click Save and Send for Signature. The following options displays:
- Send Document: Sends the document directly to the recipient. The recipient will place their own signature tag where they want to sign.
- Add Tag and Send Document: Lets you place the signature tags yourself, so the recipient can simply review and sign where instructed.
Once the document is sent, it is delivered to Signee 1 via email. After they sign, it is automatically routed to Signee 2, and then Signee 3.