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This article shows an example of how the recipient of an eSignature envelope signs the documents sent. If you are looking for steps on how to send an eSignature, check out our eSignature - How to Create & Send an eSignature Envelope training article.

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1. Once an agent creates and sends an eSignature envelope, the recipient receives an email with a link to Begin Signing. If there are multiple recipients, the first one that was added will get the email first.

2. Next, the recipient lands on a Welcome page with information about using eSignature. They'll click on Start signing to being the process.

3. The next page is the Signing page. What they see or do next will depend on the type of boxes the agent added to the documents. 

Type of Box	Description	Screenshot
Signature	The recipient is instructed to create their signature by using the mouse to create a signature. This signature is legally equivalent to applying this information with a pen on paper.
Typed Signature	The recipient is instructed to create their signature by typing their name out. This signature is legally equivalent to applying this information with a pen on paper.
Initials	The recipient is instructed to create their initials by using the mouse to create their initials. These initials are legally equivalent to applying this information with a pen on paper.
Typed Initials	The recipient is instructed to create their initials by typing them out. These initials are legally equivalent to applying this information with a pen on paper
Date	Recipient is instructed to enter the current date.
Timestamp	Required Universal Time timestamp that is automatically added to the document. The recipient will not have to enter anything nor will they see the box on the page when signing. It will be visible once they viewed the completed document.
Text	Recipient will be able to input information requested by typing out the information in the box.
Dropdown	Recipient will choose from the options in the dropdown to select the best one that suits their situation.
Multiple Choice	Recipient will check which option best suits their situation. If allowed they can select multiple values.

4. The document automatically fills in the appropriate spaces with the information entered by the recipient. To move on to the next signature or next step, they will click Continue. This will either move them to the next box they need to sign, or move them to the review page. 

5. Once the recipient is done signing all the boxes, they will click Submit. This will take them to the Finish page.

6. On the Finish page, the recipient will see a successful message and have the ability to download the document. Once they are done they can simply close out the browser tab.

If there are additional recipients, the next recipient that was added to the list will get the next email, and 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.

We hope this workflow article was helpful in learning how the recipients of your eSignature envelopes will sign the documents you send. Please let us know if this article was helpful by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!