E-Sign envelope creation steps

Modified on Sat, 26 Oct at 12:25 PM

With Zafer’s E-Sign, you can easily create and sign envelopes in one easy workflow,

Uploading files

Assigning recipients to receive and sign

Adding and editing tools

Completing the workflow to initiate the E-Sign process.

1. Upload Files

The E-Sign process can be initiated from the Zafer HOME screen, or by selecting the ‘Create’ button within Vault.

Select the file required, from the ‘Upload’ section.

Once the required file is selected, the file details will be displayed.

Multiple files can be uploaded by selecting the ‘Upload’ icon again.

Any uploaded files can be deleted by simply selecting the ‘Delete’ icon next to the file.

Once the desired files are uploaded, select the ‘Next’ button to move on to the next step of adding recipients.

The file upload status will be displayed at the bottom of the ‘Add recipients’ page.

There are three different upload status types. The final one is ‘Document Preparation Done’.

2. Assign Recipients

Select the ‘plus’ icon displayed inside the ‘Add step’ box.

All address book contacts will be displayed within the ‘Add Contacts’ pop up.

Select the Contact required. The option to select multiple contacts for each step is available.

New contacts can be added, by selecting the ‘Add Contact’ option.

Originators can add themselves to the workflow by selecting the ‘Add me’ checkbox.

Once all required contacts have been selected, click on the ‘Done’ button.

The contacts added will display within the step box.

If multiple contacts are assigned to a step, those contacts’ details can be viewed by selecting the ‘Info’ icon within each box.

Once all recipients have been added, select the ‘Next’ button. Selecting this will allow you to move on to the next step of adding tools to the E-Sign workflow.

3. Add and Edit Tools

From your opened envelope, a Toolbar will be displayed with all the available tools that can be added to your document.

Opening the drop-down menu, select the required step to which you wish to add a tool. The first step will be selected by default.

Each step must include at least one tool to complete the E-Sign workflow.

To add a tool, drag and drop the required tool to place it within your envelope.

Size of the added tool can be adjusted as required.

If the originator has added themselves as the first step, the tool will be auto populated upon being added to the envelope.

Each tool is color-coordinated according to the step to which it was added. The envelope preview displays color-coded tags on the pages where tools have been added.

The tools added can also be edited. To do so, select a tool to open its properties panel.

The selected tool can be deleted or renamed as required.

Each tool has properties that can be defined or edited.

Signature, Initial, Seal and Date Tools

From the property panel, the 'Place on all pages' enables the selected tool to be placed on all pages of the envelope without having to manually drag and drop the tool.

For the Date tool, Font, Date Time format, and Signed date options can be edited.

Through the ‘Signed Date toggle,’ by default the date that the recipient signs the envelope will be populated.

Name, Email, Company Title, Phone, Text, and Note tools

From the property panel, the ‘Required’ toggle option makes that tool mandatory for the selected step. The ‘Note’ tool cannot be a Required Step

From the ‘Type’ drop-down menu, the tool type can be updated. The 'Note' tool cannot have its 'Type' changed.

Under ‘Formatting’ update the Font size, type, weight, or color of a tool

Set the character limit of the selected tool under ‘Data validation’.

For the Text tool, the option to select either Number, Social Security Number, or None is available.

Checkbox, Radio button, and the Forensics token tools

From the property panel, the ‘Required’ toggle option makes that tool mandatory for the selected step. This is available for checkboxes and radio buttons

The option to add or delete the number of buttons to the envelope as needed.

For Zafer's patented Forensics tool, only the option to add or delete the Forensics token to your envelope is available.

4. Complete the Workflow and Send the Envelope

Once the envelope has been created and 'Next' is selected, a review page will be displayed, with a few fields to be filled out.

The ‘Envelope Name’ field is mandatory. The ‘Next’ button will be disabled until this field is updated.

'Expiration Date' is optional, and that date can be selected from a calendar pop-up. Select the year, month, and date if the envelope requires an expiration date.

A preview of the entire envelope workflow appears on the right side of your screen. The option is available to zoom in and out of this preview.

Selecting ‘Next’ will send the created envelope to your first assigned recipient.

The created E-Sign envelope can now be found and tracked in the Vault.