Summary Table:
Action | Description | Recommendation |
Click "+ New Document" | Initiates either the document creation process or upload process. โ | Make sure you are on the Sender Role. โ |
Creating Service Agreement | Creates Service Agreement on the document Editor. ๐ | When using document editor, make sure to review the layout of your document and make sure it meets the standards. ๐ง |
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
Navigate to Create New Document: From your eSignaturesOnline dashboard, click on "+ New Document" โin the left navigation panel.
Use the Document Editor: If the "Add Document File" button ๐ is not clicked, you will be automatically navigate to "Document Editor" in order to create one.
Add Content: Add your content to the document editor. โ๏ธ
Save: Click save to store your progress! ๐พ
Built-in-Editor Options:
You can use the following options:
Basic Editing:
Undo (CTRL + Z) โช
Redo (CTRL + Y) โฉ
Choose Font (Default is Helvetica Neue) ๐๏ธ
Choose Size (Default is 13 px) ๐
Choose Header (Paragraph, Quote, Code) ๐ฐ
Paragraph Style
Quote
Bold (CTRL + B) ๐
Underline (CTRL + U) ๐
Italic (CTRL + I) ๐ผ
Strike (CTRL + Shift + S) <s>S</s>
Subscript โ
Superscript หฃ
Font Color ๐จ
Text Style
Remove Format ๐งน
Alignment & Lists:
Outdent (CTRL + [)
Indent (CTRL + ])
Align - Left, Center, Right โฌ ๏ธ โก๏ธ โ๏ธ
List - Ordered (bullet Points) โช, Numbered (1,2,3) ๐ข
More Options:
Line Height ๐
Table ๐
Link (CTRL + K) ๐
Image - Upload a New Image ๐ผ๏ธ
Image Gallery - Choose from previously uploaded images ๐๏ธ
Video - Upload Video ๐น
Full Screen - Opens Full Screen Editing Experience ๐ฅ๏ธ
Show Blocks
Code View ๐ป
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.๐ผ๏ธ