1. First, select the overview tab

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2. Click the edit icon next to key dates
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3. Check this box to indicate the client is signing remotely
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4. Click save
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5. Now, go to your documents tab

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6. Click add to add the documents to assign to your package

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7. Select create a blank package

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8. Type your package name
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9. Select if your package will be signed using SignIT
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10. Click create package

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11. Add documents by selecting the +, or by clicking on the document name
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12. You can edit the title of your signing package here

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13. Edit the order of your documents by dragging and dropping this icon with your mouse
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14. You can also click the Word icon to edit in Word prior to initiating e-signing

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15. Click prepare for e-signing when you are ready
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16. Click the green toggle to deselect anyone who is not e-signing on the package
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​Note: It will default to all clients and who at the firm is signing with them

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17. Click prepare document

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18. The signing fields will auto populate on your document, however you do have the option to add additional fields
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First, select the signer from the drop down menu
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19. With your mouse, click and drag on a selected field, then drop it on the document
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19b. Drop
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20. Click the edit icon next to signers to edit signers

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21. Select the next signer here
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22. Click send when you are ready to send your signing package

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23. Edit the note section if you wish to send it with your e-signing request
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24. If you are an admin, you can also click edit default note to edit your template
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25. Click lock package to prevent premature signing, if applicable
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​Note: This sends a view only package to your clients, unlock it to send for signing when ready

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26. Click send now

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27. Click unlock & send now to unlock the package for e-signing

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28. The package has now been emailed to the client! Click copy signing link to send another way
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29. Click edit at anytime to edit the package and resend it
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30. Click the three vertical dots

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31. Download, rename or cancel the package here

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32. Click back

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33. View the package here, along with the status for signatures
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Once complete (you will receive an email about this), click on the package to view it

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34. You will see your package is now ready to download here!
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Your e-signing package will always be available to you in future as well in this tab
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