Step by Step Guide
1. Navigate to your listing.
2. Within your offer folder you will see the external offer you have uploaded.
3. Click on the offer.
4. Click the blue "Configure Fields" fields button to add signature boxes.
Alert: Alert! At the top left-hand corner you will see "Identity". The person who is selected up top means you will be assigning those boxes to them. Make sure you change the identity of the person before adding signature boxes.
5. To change the identity click on the box and select which person you are adding boxes for.
6. Click "Signature" to add a signature box.
7. Drag and drop the signature in the correct spot.
8. Click "Signature Date" to add the date field.
9. Drag and drop the signature date boxes to the correct space.
10. Change the identity here.
11. Click "Checkbox" to add checkboxes where needed. You can adjust the size of them once they are added.
12. When you are finished adding all the boxes you need, click "Done Editing".
13. When you are ready to sign, click "Sign" at the top.
14. Click "Begin Signing"
15. Click "Sign"
16. Click "Confirm".
17. Click "Sign Date"
18. Click "Complete"
19. Click "Send" to send to your clients for signature.
20. Click "My Client" to auto-add your client's email address.
21. Toggle from locked to "Signable" if you are ready for you clients to sign. You always send this as locked so they can review it first, then toggle it to signable at anytime when you are ready for them to sign.
22. Click "Send Now" to send email.
