In Upsales, open an Opportunity (or a Contact or Company; you can also start from your e-signing library/archive).
Click on New e-sign or Send e-sign (depending on from where you initiate the signing process).
Select the document to be signed: Scrive template, Upsales document/CRM file or file to upload from your computer (PDF or docx).
On the Parties tab, confirm or edit the settings for the people who will participate in the signing process.
On the Fields tab, you can set up custom field mapping between your Upsales record and the document template.
On the Review and Send tab, confirm your workflow settings, and then click the START SIGNING button to launch the signing process and invite the parties to sign the document.
Track and monitor the signing process from the e-sign library or from the entity where you initiated it (Opportunity, Contact or Company).
