How to create a document to be signed
Open the following website on your web browser: https://microsoftintegration.na1.echosign.com/public/login
Sign in with your user name and password (see below)
Click "Request e-signatures" after logging in.
Once you click on the above link, you will be brought to a screen where you will enter the email addresses, any messages, passwords if needed and order of how you need to retrieve the signatures. (see below)
- Please be cautious of the icons next to the email addresses, as different approval methods require signatures and others allow options.
Signer requires signatures from the signature field. Initials are not accepted.
Approver allows the option of signature and initial approval in the signature field.
Enter email addresses in order that they need to be signed in (see below)
In the “Message” box, enter subject (title of document) and any message that needs to go to signers in regards to the document (See below). A generic message is generated in the message field (Please review and complete this document) but it can be changed to anything you want.
Next you will go down to the Files Box and click on “Add Files”, search for the document that you need and enter it. Alternatively you can drag the file and drop it in the box but I find the easiest to search for the document and add it that way. If you kept the message box generic then this will change to information about the document you just added.
Optional: You can Password Protect the document, set reminder and change the language.
THE MOST IMPORTANT PART: Do not hit sent before checking this box below
Once you check the box for “Preview & Add Signature Field” the send option will change to next. Click on next to be brought to the next screen.
The next screen will bring up your PDF and allow more options to be done.
The first thing you want to do is make sure the first signer is selected. You will see this box to the right of the screen.
The next few drop downs under the signer/recipient will give us options on fields you can add to the document.
Signature fields have the following options: Signature, Initials, Signature Block and Stamp.
Signature Info fields have the following options: Title, Company, Name, E-mail and Date.
Data Fields have the following options: Text input, Drop down, Check box, Radio Button and Image.
More Fields have the following options: File Attachment and Hyperlink
*All of the field options are what YOU want the Signer to do
When choosing a field option hold the left mouse click down and drag it over to where you want to place it on the PDF and release the left mouse click. You can now resize the box to fit the area where you want it to be.
If after putting the box on the PDF, you realize that you have selected the wrong box, right click your mouse and click on edit. A new box will come up with options you can select and things you can change. You can even click on make required, if the field you have selected does not have a red asterisk (indicating that it is required). In the edit box, you can change the following: Who it is assigned to, what field type you want to change it to, make it required or not, tools (copy the field), and you have the option to delete field.
Once you have verified CAREFULLY that all fields are correct and the correct signers are where they need to be. Click the “Send” button.
Once you click the send button, you will get an email of every step in the process. If you have sent it to multiple signers, each time one signs you will be alerted. Once everyone has signed, everyone who signed will have a finalized copy of the PDF by email.