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Administration > Document Types
To create a document that uses eSign, you must first set-up a document type.

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  1. Tick Enable eSign.

  2. Enter the text to be displayed as the eSign Email Subject.

  3. Enter the text to be displayed as the eSign Email Title,

  4. Enter the text to be displayed in the eSign Email Message.

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The workflow of eSign documents

1. Add the Document.

Activities > Add Document

Add the document that you want eSigned. Select the Document Type that you created for Esign.

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