In this article we will go over how to request E-Sign in Truss
- There will be step by step instructions with screenshots included with each step.
- There will also be a video tutorial that you could follow along with as well.
Let’s get Started!
Step One:
Under a new project, you're going to select add new, then select Request eSign.
Step Two:
From here drag and drop the files you wish to add eSignatures to. After dragging them to the drop down menu you will have to select the recipients. Once everything in this menu is to your liking click next.
Step Three:
After clicking next you will see the document, you will be able to add eSignature spots to fill in dates, names, signatures etc. Essentially this screen will allow you to hand tailor the document to your liking. Once you're done hit complete.
Step Four:
After clicking complete the client will receive an email saying the document you sent them requires their signature.
