Tim Mcknight

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  • Send attachments

    When setting up your principal document (document to be signed), you can attach PDF files for the parties to review. To send attachments: On the Other settings tab, click Add attachments to open ...

  • Party information

    All the party information fields, including any that you add and customize, will be available as text fields that you can add to the document (on the Place fields tab). You can enter information i...

  • Request attachments

    When setting up your principal document (document to be signed), you can request the parties to provide attachments when they sign the document. To request attachments: On the Other settings tab,...

  • Add radio buttons

    Radio buttons allow you to present your signing party with a set of mutually exclusive options. With radio buttons (unlike checkboxes), the party can only select one.   To add a radio buttons grou...

  • Place fields in your document

    The Place fields tab is where you set up your document with fields to be completed by the signing party or populated with data you entered on the Add parties tab. There are four kinds of fields yo...

  • Manage attachments

    To manage the documents you frequently send as attachments, go to your E-archive. Documents you store here will be available to select when you add attachments on the Other settings tab (so you do...