Summary Table:
Action | Description | Recommendation |
Click "+ New Document"π | Start a brand-new document from scratch. β | Make sure you are on the Sender Role and Always start a new document for unique content. β |
Document Title π·οΈ | Give your document a clear name for easy searching. | Use specific titles like "Q3 2024 Team Report" to find documents faster. |
Shared with π§βπ€βπ§Other Users | Control who can see and access your document. |
|
Document Editor βοΈ | Add your content, text, and other items. | Use the editor's formatting tools to make your document look professional. |
Save Document β | Save your work when you are finished. | Save your work frequently to avoid losing any changes. |
Introduction:
This article explains two methods to initiate the electronic signature process as a Sender in eSignaturesOnline: Creating a new service agreement from scratch using our Built-in editor.
Methods:
Method 1: Create a New Service Agreement
Start a New Document:
Go to the top right of your screen and click on "New" β, then choose "New Document" from the menu.
Add a Title:
A pop-up window called the "Document Editor" will appear. βοΈ The first thing to do is type a clear name for your document in the "Title" box.
Choose Who It's Shared With:
This is our new feature! π You'll see a dropdown menu right below the title. This lets you decide who can access your document. You have three easy options:
Owner: This makes the document private. Only you can see and edit it. It's just for you! π€«
Department: Anyone in your department can access and work with this document. Great for team projects! π€
Company: This makes the document available to everyone in your company. Perfect for company-wide forms and agreements! π’
Using Variables in the Document Editor
To use variables in the document editor, follow these steps:
Add a variable: In the "Content" section, click the Variables button.
Select from the list: A dropdown menu will appear with a list of available variables you can use.
Insert the variable: Select the desired variable, and it will be inserted into the document at the current cursor position. The variable will look like this:
#variablename#.Add more variables: You can repeat these steps to add as many variables as you need.
Once the document is used by the system, these variables will be automatically replaced with the correct information, such as the current date, user's name, or other specific data. For instance,
#current.date#will be replaced with today's date, and#user.name#will be replaced with the name of the user who is viewing or generating the document.Add Your Content:
Use the Document Editor to add text, images, and other content to your document. It works just like a regular word processor. π
Save Your Document:
Once you are happy with your document, click the "Save Document" button at the bottom right. β Your new document is now ready to go!
Built-in-Editor Options:
You can use the following options:
Basic Editing:
Undo (CTRL + Z) βͺ
Redo (CTRL + Y) β©
Choose Font (Default is Helvetica Neue) ποΈ
Choose Size (Default is 13 px) π
Choose Header (Paragraph, Quote, Code) π°
Paragraph Style
Quote
Bold (CTRL + B) π
Underline (CTRL + U) π
Italic (CTRL + I) πΌ
Strike (CTRL + Shift + S) <s>S</s>
Subscript β
Superscript Λ£
Font Color π¨
Text Style
Remove Format π§Ή
Alignment & Lists:
Outdent (CTRL + [)
Indent (CTRL + ])
Align - Left, Center, Right β¬ οΈ β‘οΈ βοΈ
List - Ordered (bullet Points) βͺ, Numbered (1,2,3) π’
More Options:
Line Height π
Table π
Link (CTRL + K) π
Image - Upload a New Image πΌοΈ
Image Gallery - Choose from previously uploaded images ποΈ
Video - Upload Video πΉ
Full Screen - Opens Full Screen Editing Experience π₯οΈ
Show Blocks
Code View π»
Image Gallery - Choose from previously uploaded images
Video - Upload Video
Full Screen - Opens Full Screen Editing Experience
Show Blocks
Code View
Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only.πΌοΈ