Revision as of 10:24, 29 July 2020

Create and Send Envelope

To create a new envelope (or documents you want to have signed), just click on “New Document” or directly click “Upload” on the Dashboard. In addition, if you upload a document via Microsoft Office Plugin (available in the user menu top-right), you can select it from the Clipboard.

To send an envelope you have to go through three steps:

Create envelope and define its workflow
Designer to place signature and form fields
Send Envelope

You also can save the envelope as Draft or Template.

(1) Create Envelope

(2) Designer

Define Signature of Recipient

Batch-Signature

Form Fields

Document Tags and Placeholders

Document Tags

Placeholder for Signature fields

Advanced Tags

Additional Envelope Features

Bulk Envelopes

Design the Workflow

Create a Bulk CSV with a template

Automatic Remote Signatures

PKCS#7 Signer

SwissCom On-Demand-Certificate

BankId

Clipboard & Microsoft Office Plugin

@@ Line 5: / Line 5: @@
 </div></noinclude>
 =Create and Send Envelope=
+To create a new envelope (or documents you want to have signed), just click on “New Document” or directly click “Upload” on the Dashboard. In addition, if you upload a document via Microsoft Office Plugin (available in the user menu top-right), you can select it from the Clipboard.
+To send an envelope you have to go through three steps:
+# Create envelope and define its workflow
+# Designer to place signature and form fields
+# Send Envelope
+You also can save the envelope as Draft or Template.
 ==(1) Create Envelope==

ViewSign Cloud User Guide Create and Send Envelopes: Difference between revisions