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A balance of credits is required to initiate an eSign process. The balance of credits available can be seen on the eSign monitor page.
 Image Removed Image AddedOne (1) credit is used for each eSign request (sometimes called an 'envelope'), regardless of how many recipients there are (i.e. one (1) credit is used when requesting 1 signature or 10 signatures in the request). Once the request is sent, the credit is consumed. Consumed credits are not refundable for any reason. Cancelling an eSign request, regardless of whether anyone (or no one) has signed, does not reinstate/refund the credit that was used for the request. It remains consumed.
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Set to Yes to enable eSign.
Enter the text to be displayed as the eSign Email Subject.
Enter the text to be displayed as the eSign Email Title,
Enter the text to be displayed in the eSign Email Message.
In the Document permissions section, you need to select the roles that are allowed to perform eSign operations on the document.
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The workflow of eSign documents
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When they click on the Get Started button, they will be able to review and sign the document.
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The recipient will then have to agree to the legal statement.
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