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’
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