eSignature - How does a Customer Sign eSignature?
Modified on: Wed, 25 Aug, 2021 at 3:18 PM
This is the process a recipient is guided through to electronically sign documents sent via EZLynx eSignature.
1. Once a user creates and sends an eSignature envelope, the recipient receives an email with a link to Begin Signing.
2. Next, the recipient lands on a Welcome page with information about using eSignature.
3. At the Agree to Terms page, the recipient can:
- Preview the Documents before signing.
- Click the triple bar icon to send the agent a questions or feedback.
- Click the triple bar icon to Decline Signing the documents.
- Sign the documents by checking the box to agree to terms and clicking Start Signing.
4. At the Sign page:
- The recipient is instructed to type their printed name.
- Click Continue.
- The recipient is instructed to create their initials, based on the type selected when the user created the envelope; either typed or by using the mouse to create their initials. These initials are legally equivalent to applying this information with a pen on paper.
- Click Continue.
- Recipient is instructed to enter the current date.
- Click Continue.
- The recipient is instructed to create their signature, based on the type selected when the user created the envelope; either typed or by using the mouse to create a signature. This signature is legally equivalent to applying this information with a pen on paper.
- Click Continue.
- The document is automatically filled in the appropriate spaces with the information entered above and the signing process is complete.
- Click Finish.
5. At the Done page:
If there are additional recipients, the process repeats until everyone has finished signing. Then each person and the agent receives an email with a link to the documents to view, download or print.
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