As with any other signing the first thing you have to do is choose which template you want to use. This guide will not be explaining basic setting, notification, and security, but this guide will.
Here you can see the document groups defined by the template. A document group can hold one or more documents and are sent for signing as one group.
Add the documents to the correct document group. If you have documents to be included in the signing which does not require any signatures just add them, but be sure to remove to uncheck Signing required.
Adding a document groups
If you need an additional document group for this specific signing click Create Document group, name it and click Add. You can now add documents to the new document group as well. If you add a document group in the sending flow it will only be added to this siging.
When all your document groups contain the relevant documents you are ready to click Next. You can always go back if you need to correct something under Documents.
Recipients & flow
Here you will se the recipient roles and the signing flow determined by the template. Recipient roles can hold one or more recipients and the signatures within a role will be collected in a arbitrary order.
Add recipients to each role by clicking Add new recipient and entering the information about the recipient. Signing and login method for each recipient is determined by the template. If you want to change these settings for one or more of the recipients, click Change settings and select the prefered settings for the given recipient.
Should you want to delete a recipient, you can click the red icon next to the name.
You can also choose whether or not a specific recipient should receive a copy of the signed documents.
Adding a recipients role
If you need an additional recipient role, click Create recipient role, give it a name, and click Add. If you add a recipient role in the sending flow it will only be added to this siging.
When all the recipients are added, you are ready to check the Signing flow.