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Blog Post

How to Prepare an E-Signing Session with e-SignLive

e-SignLive is Silanis' Online SaaS E-Signature Service

Preparing an electronic signing session is a simple, five-step process using e-SignLive. The steps include: 1) creating an e-SignRoom, 2) adding documents, 3) adding participants, 4) adding approvals, and 5) activating the e-SignRoom.

Watch a quick two-minute demo.

http://www.youtube.com/watch?v=8roHrTmGOM0

Step 1 – Create an e-SignRoom. From the main e-SignLive dashboard, click “Add e-SignRoom”. Enter a name, description, and signing deadline for the room. The name and description of the e-SignRoom will also appear in the email that gets sent to signers inviting them into the room. Click “Create Room” to save the information.

Step 2 – Add Documents. Click on the “Add Document” tab under the name of your e-SignRoom. Browse to where the document is located on your hard drive or network. Enter a name for the document and then click “upload".

Step 3 – Add Participants. To add people to the room, click on the “Participants” tab and then “Add Participant”. Enter the person’s email address, name, title, and company. If you’d like the person to get a copy of the final e-signed document as an attachment in an email, click on “Email Attachment”. To save the information, click “Add Participant”.

Step 4 – Add Approvals. To prepare a document for e-signing, click on the “Prepare” tab. Scroll down the document to where you would like the signature to appear. Select the name of the first signer from the drop down menu and click “Add Approval”. Drag the person’s name into place and then click on the cog within the signature block to have other signing information automatically added when the person signs, such as their name, title, company and date.

Step 5 – Activate the e-SignRoom. Click "Activate" to open the room for signing and have an email automatically sent to people inviting them into e-SignLive to sign the documents.

Click here to register for a free 30-day trial of e-SignLive.

More Stories By Mary Ellen Power

Mary Ellen Power is Vice President of Marketing at Silanis Technology, a leading provider of electronic signature solutions. Ms. Power has led Silanis' customer relations and industry marketing efforts since 2000 where she has had the opportunity to engage with some of the world's largest insurance carriers, financial service providers, government organizations and analyst firms. Over the years, Ms. Power has acquired in-depth knowledge of the electronic signature market and its impact in real-world customer deployments.

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