Sen ndingaSignForm mRequest t

First, ,entertheap ppFilethatyouwishtosen ndtheSignFo ormrequestf from. Addt theappropria ateformtoth heappFileusi ingtheAddaFormlink onthetopleftundertheheaderFileContents. Theformwillope eninapopup pwindow. 1 Fillintheformoruset 1.) thelinkatthe etopofthep pagetoimpor rtvaluesfrom motherforms sthathavealreadybeen addedtothefile. 2 Nextatth 2.) hetopofthew whiteboxcontainingthef formyouwill seefourtabs s. 3 Leftclicko 3.) ontheSignFo ormtab. Thep pagewillupdateandthefieldswillnolongerbeedit table. Leftc clickonthete extClickheretoinitiatea asignaturere equestinthe epaleyellowboxattheto opofthewind dow. 4 Entertherecipientsnameinthefir 4.) rstbox. dedFileInfoSectionstoth 5 Enterthei 5.) iremailaddre essinthesec condboxorifyouhaveadd hefileyouma aychoosean emailadd dressfromthe edropdown. PLEA ASENOTE:Ify yourclientsa areatdifferen ntlocationsy youwillsend aseparatesignaturerequ uesttoeach. .Oncethe firstpersonhassi igned,youwillhavetheo optiontoiniti iateafurther rsignaturere equeststoallotherpartie es. 6 Ifyouwan 6.) nttoallowth hepersonyou uaresendingtheSignForm mrequesttotypeinanam meandpickafont,leave thecheck kboxnextto AllowRecipienttouseat typedsignatu urechecked. . a. Ifyoudonotw wantthemtobeabletoty ypetosign,un ncheckthebo oxbyleftclickingonit 7 Inthenex 7.) xtboxonthetoplefttitled dIncludethe efollowingsig gnaturefields s:checktheboxesnexttothefields youwanttomakeavai ilablefortherecipienttos sign. kingwithasinglebuyeror ryourbuyersareintwodi ifferentlocations,onlyche ecktheBuyer r a. Ifyouarework Si ignaturefield d. Copy yright2012appFiles

Sen ndingaS SignForm mRequestContinue t ed

b. Ifyouarework kingwithtwo obuyersthatareatthesam melocationc checktheBuy yerSignature andBuyer ignature(2)fields. Si c. Ifyouarework kingwithasingleselleroryoursellersa areintwodif fferentlocatio onsonlychec cktheSeller Si ignaturefield d. d. Ifyouarework kingwithtwo osellersthata areatthesam melocationc checktheSellerSignatureandSeller ignature(2)fields. Si 8 Inthenex 8.) xtboxonthetoprighttitle ed,Includet thefollowing initialfields: checkoffth heboxesyouw wanttomake e availablefortherecipient(s)toinitial. kingwithasinglebuyeror ryourbuyersareintwodi ifferentlocationsonlyche ecktheBuyer a. Ifyouarework nitialfield. In b. Ifyouarework kingwithtwo obuyersthatareatthesam melocationc checktheBuy yerInitialand dBuyerInitial 2)fields. (2 c. Ifyouarework kingwithasingleselleroryoursellersa areintwodif fferentlocatio onsonlychec cktheSeller In nitialfield. d. Ifyouarework kingwithtwo osellersthata areatthesam melocationc checktheSellerInitialandSellerInitial 2)fields. (2 9 Nextinth 9.) hebottomleft tboxchooseotheradditio onalfieldsint theformthat tyouwantth heclienttoed ditorfillin. 1 Inthebot 10.) ttomrightboxyoucancho oosewhoisn notifiedwhen ntheSignFormrequestiscomplete.By ydefaultyour r ownusernamewillbe echecked. 1 NowclickthegreenN 11.) Nextbuttononthebottom mright. 1 Inthenex 12.) xtscreenyouwillbeprese entedwiththe eopportunity ytocustomiz zethesubject toftheemailaswellas themessa agebodythat twillbesenttoyourrecip pient. a. Makesureand M ddonotdelet tethewordL Linkinparent thesisfromth hemessagebody.Thisisw whatcreates th helinkforthe eclienttoclic ckonintheemailtosignt heform. 1 Finallylef 13.) ftclickthegre eenRequestSignatureb buttononthe bottomright tofthewindo ow. 1 Yourform 14.) mwillbelisted donthelefth handrailofth hefileandyo ouwillseeali ittlepeninha anddenoting theopen SignForm mrequest. Once eyouhaverequestedasig gnature,anem mailissentto otherecipien ntwithalinkf forthemtoc clickonthatw willopenthe formforthemtosign. Asth heyreviewthe edocumentt therewillbey yellowinitialandsignature efieldsinthe eappropriate elocationsthr roughoutthe docu ument.Theys simplyclickor rtaptosigno orinitial. Page2of3 3

Sen ndingaS SignForm mRequestContinue t ed

TIP:When ninitialingthe eyhavetheo optiontoinitialalllocation nsthroughout ttheformorjust asing gleinitialfield d. rtheyhavein nitialedandsignedthrough houttheform m,theyareau utomaticallyp presentedwit thacompleti ionmessage After anda acopyofthecompleteddocumentisemailedtothe em.Theyare alsopresente edwithalink ktodownload dthe docu umentaswell. Youa andanyonee elseyouselectedtobenot tifiedarenow wemailedtha atthesignaturerequestha asbeencomp pleted. TIP:Ifyou uclickonthelinkintheem mail,youwillbeautomatic callytakentothedocumen nt. 1 Finally,to 15.) osendoutare equesttothe eanotherparty,reopenth heformonth helefthandr railandleftclickonthe SignForm mtab.Repea atthesamep processenabl lingtheoppo ositesignature eandinitialfields. Youc canusetheSignFormfeat turetoreque estsignaturesfrombothpa artiesinatra ansaction.Info ormtheothe erpartys agenttoexpectadigitaldocum mentforsigni ingviaemailandmakesur retokeepthe emintheloo op!Theymayneedto acttheirclien nttohelpthemthroughth hesigningpro ocess. conta

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