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Finalise. This is when the document has been completed and is deemed ready to be sent out to the recipient.
The workflow stage of the document is Finalising.After a document has been finalised it can be reviewed and when satisfied you should select Approve.
The workflow stage of the document is Approving.
After the document has been approved you should select Awaiting Sign Off. There will then be a new option eSign.
The workflow stage of the document is Awaiting Sign OffWhen you click on eSign the following screen will be displayed.
You can then add the people that the document is to be sent to for signing.
You can add multiple people.
When you click Send you will see an option to Cancel eSign
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