To send out documents for signing, you will need to create and customize a new Package and add the information of the signers and the documents required for the signing.
Available in V 3.5
A new way to quickly create a Signing Package has been added to the platform. Simply add or drag and drop documents to the new banner section of your iinked Dashboard and seamlessly create a new Package.
- Navigate to the Syngrafii application and Log in.
- Add or drag and drop documents to the new banner section and hit the Create Package button.
- Users will be directed to the Package creation process and prompted to choose the Package type.
Users can either choose this new method of creating a signing Package or the current documented method of clicking on the New button (see steps below).
- Once logged in, click on ‘New’ under the Signing Packages section on the home page.
- Select the required signing workflow option for this Package:
- On the next screen, enter the required fields to customize the Package. You can add document security options for password protection or mobile two-factor authentication and under the Options, select what type of signatures are allowed by the signers in the Package.
- In the next section, add signers by either typing a name into the search bar or by filling in the signer fields as requested and clicking on ‘Add’. If you are required to be one of the signers, click on ‘Add Me’. If this is a Sequential signing, signers can be reordered by dragging their box or by using the up and down arrow icons.
- Next, upload documents by either dragging and dropping them into the ‘Add Documents’ area or click anywhere on the box to open a file dialog window that will allow you to select multiple files. This will upload the document(s) up to the cloud.
- Once all the signing details have been entered, click on Next to save the changes and begin the Review and Template process.
- This next screen is where you can review the documents that are being sent out and template them to add signature and text boxes to ensure that the signers sign all required sections of the document.
- Use the menu on the left to select the signer at the top, followed by dragging and dropping the required fields into the document for each signer.
- Once the template is complete, you can Save your changes, continue to template the remaining documents and then click on Send to send the Package out for signing.