Creating an eZsign Folder

Creating an eZsign Folder

Whether you want to create a personal folder or a shared folder, the procedure is the same.

• From Main menu >> General >> List of Personal/Shared Folders - eZsign or;

• Click on one of these two icons :

(List of Personal Folders) or

(List of Shared Folders).

• Click on Actions >> New Folder.

• Enter the Folder Name.

• Select the name of the Folder Type previously added in the system (personal or shared). For more information, please see the articles Adding/Editing a Type of Personal Folders and Adding/Editing a Type of Shared Folders.

• Select the desired Reminder Frequency. It is possible to send an e-mail to an external signatory reminding him that he has a signature to complete on a document.

  • "Daily": The reminder will be sent daily until the document is signed.
  • "Weekly": The reminder will be sent once a week until the document is signed.
  • "None": There will be no reminder sent even if the document has not yet been signed.

• You can add a Folder****Note , such as the type of documents that can be added to this folder.

• Click on Submit and the personal or shared folder will be added in the system.

• Once the folder is created, here are, in order, the next steps:

1. Add the signatories. For more information, please see the article Adding/Editing/Deleting a Signatory in an eZsign Folder.
2. Add the documents. For more information, please see the article Adding/Editing/Deleting a Document in an eZsign Folder.
3. Add the fields. For more information, please see the article Adding/Editing/Deleting a Field in a Document.
4. Send the documents to sign. For more information, please see the article Sending Documents to Sign.
5. Sign the documents. For more information, please see the articles Signing a Document as a User and Signing a Document as an External Signatory.
6. Send the signed documents by e-mail. For more information, please see the article Sending Signed Documents by E-mail.