Please note: The following blogpost is seperated into two parts.
The first part shows how to merge a document and send it to AssureSign.
The second part shows how you or your customers can sign a document right within AssureSign.
Part I: How to merge a document and send it to AssureSign?
Open an entity in CRM, for example Account and press Create Document.
Select the corresponding template (for 1 Signer ASSignature1, for 2 Signers
ASSignature2 etc.) and click on the [Next]-button:
If you would like to change the email-recipient(s) you can do so in the window that appears now. If not, proceed with a click on the [Next]-button:
Part II: How to sign a document right within AssureSign.
Whenever a document has to be signed, AssureSign sends you an email with a link. To sign a certain document, open the link and follow the below steps.
Login to your AssureSign Account, continue and agree to the terms and conditions:
You will receive a conformation eMail.
Well done! You are ready to sign documents electronically – congratulations!
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to firstname.lastname@example.org.