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Me ergingFor rms&Sen ndingaS SignForm mRequest t

Thep processofsen ndingaSignF Formrequest tformultipleformsisexac ctlythesameasrequestingasignature eonasingle formexceptforafewstepsintheverybegi inning. 1 Firstleftc 1.) clickonthelin nkMergeFo ormsundert theappFileAc ctionsmenuonthetoprig ghtofthefile e. 2 Inthefirstbox,entera 2.) anameforyo ourmergedfo orms.Itwilla utomaticallyusethefilen name. 3 Next,youcancheckth 3.) hecheckboxtoMakeaCop pyoftheform msyoumerge e.Thiswilllea avetheindividualforms fthandrailintheiroriginalformat. onthelef 4 Fromthebottombox,leftclickont 4.) thegreencirc clewithaplus ssigntoaddtheformstha atyouwantt togetsigned. 5 Leftclicko 5.) onthegreenFinishedButton. 6 Themergedformswillopeninane 6.) ewwindow. 7 Fillintheformoruset 7.) thelinkatthe etopofthep pagetoimpor rtvaluesfrom motherforms sthathavealreadybeen addedtothefile. 8 Nextatth 8.) hetopofthew whiteboxcontainingthef formyouwill seefourtabs s. 9 Leftclicko 9.) ontheSignFo ormtab. Ther restoftheprocessisjustl likesendinga aSignFormr requestfora singledocum ment. Thep pagewillupdateandthefieldswillnolongerbeedit table. 1 Entertherecipientsnameinthefir 1.) rstbox. 2 Enterthei 2.) iremailaddre essinthesec condboxorifyouhaveadd dedFileInfoSectionstoth hefileyouma aychoosean emailadd dressfromthe edropdown. PLEA ASENOTE:Ify yourclientsa areatdifferen ntlocationsy youwillsend aseparatesignaturerequ uesttoeach. .Oncethe firstpersonhassi igned,youwillhavetheo optiontoiniti iateafurther rsignaturere equeststoallotherpartie es. Copy yright2012appFiles

Me ergingForms&Se endingaS SignForm mReques st


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3 Ifyouwan 3.) nttoallowth hepersonyou uaresendingtheSignForm mrequesttotypeinanam meandpickafont,leave thecheck kboxnextto AllowRecipienttouseat typedsignatu urechecked. . wantthemtobeabletoty ypetosign,un ncheckthebo oxbyleftclickingonit. a. Ifyoudonotw 4 Inthenex 4.) xtboxonthetoplefttitled dIncludethe efollowingsig gnaturefields s:checktheboxesnexttothefields youwanttomakeavai ilablefortherecipienttos sign. kingwithasinglebuyeror ryourbuyersareintwodi ifferentlocations,onlyche ecktheBuyer r a. Ifyouarework ignaturefield d. Si 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 5 Inthenex 5.) xtboxonthetoprighttitle ed,Includet thefollowing initialfields: checkoffth heboxesyouw wanttomake e availablefortherecipient(s)toinitial. kingwithasinglebuyeror ryourbuyersareintwodi ifferentlocationsonlyche ecktheBuyer e. Ifyouarework nitialfield. In f. Ifyouarework kingwithtwo obuyersthatareatthesam melocationc checktheBuy yerInitialand dBuyerInitial 2)fields. (2 g. Ifyouarework kingwithasingleselleroryoursellersa areintwodif fferentlocatio onsonlychec cktheSeller In nitialfield. h. Ifyouarework kingwithtwo osellersthata areatthesam melocationc checktheSellerSignatureandSeller nitial(2)fields s. In 6 Nextinth 6.) hebottomleft tboxchooseotheradditio onalfieldsint theformthat tyouwantth heclienttoed ditorfillin. 7 Inthebot 7.) ttomrightboxyoucancho oosewhoisn notifiedwhen ntheSignFormrequestiscomplete.By ydefaultyour r ownusernamewillbe echecked. 8 NowclickthegreenN 8.) Nextbuttononthebottom mright. 9 Inthenex 9.) xtscreenyouwillbeprese entedwiththe eopportunity ytocustomiz zethesubject toftheemailaswellas themessa agebodythat twillbesenttoyourrecip pient. 1 Finallylef 10.) ftclickthegre eenRequestSignatureb buttononthe bottomright tofthewindo ow. Once eyouhaverequestedasig gnature,anem mailissentto otherecipien ntwithalinkf forthemtoc clickonthatw willopenthe docu umentforthem. Page2of3 3

Me ergingForms&Se endingaS SignForm mReques st


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heyreviewthe edocumentt therewillbey yellowinitialandsignature efieldsinthe eappropriate elocationsthr roughoutthe Asth docu ument.Theys simplyclickor rtaptosigno orinitial. TIP:When ninitialingthe eyhavetheo optiontoinitialalllocation nsthroughout tthedocume entorjust asing gleinitialfield d. After rtheyhavein nitialedandsignedthrough houtthedocu ument,theya areautomatic callypresente edwithacom mpletion mess sageandacopyofthecom mpleteddocumentisemai iledtothem. Theyarealso opresentedw withalinktodownload thed documentasw well. hasbeencom Youa andanyonee elseyouselectedtobenot tifiedarenow wemailedtha atthesignatureenvelopeh mpleted. TIP:Ifyou uclickonthelinkintheem mail,youwillbeautomatic callytakentothedocumen nt. ntheformon 1 Now,tosendoutareq 11.) questtotheo otherparty,simplyreopen nthelefthan ndrailandclic ckClickhere e eaSignFormrequest.and dgothroughthesamepro ocessenablin ngtheopposit tesignaturea andinitial toinitiate fields. 1 Yourform 12.) mwillbelisted donthelefth handrailofth hefileandyo ouwillseeali ittlepeninha anddenoting theopen SignForm mrequest. Youc canusetheSignFormfeat turetoreque estsignaturesfrombothpa artiesinatra ansaction.Info ormtheothe erpartys agenttoexpectadigitaldocum mentforsigni ingviaemailandmakesur retokeepthe emintheloo op!Theymayneedto conta acttheirclien nttohelpthemthroughth heprocess.

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