Creating eSignatures

To create documents for eSignatures in Docupilot, follow this simple 3-step process:

Step1: Add Signature Fields to Your Template

Start by placing signature placeholders in your document template. These signature placeholders (such as {{eSign ...}}, {{eInitials ...}} etc.) indicate the locations where signers will be prompted to sign or fill in information during a signing session.

For detailed instructions, refer to our guide: Placing Signature fields in your template.

Step2: Configure eSignature Delivery

Once your template includes all required signature fields, set up the eSignature delivery. This configuration determines the recipients, signing order, reminders other signing preferences.

Learn how to configure it here: Configuring eSignature Delivery

Step3: Generate the Document

When you generate a document using this setup, an eSignature Envelope will be created and the signing process will be initiated. Signature Invitations will be sent to respective recipients via email to review and sign.

Troubleshooting issues

If you do not see an Envelope listed under eSignatures tab, here are the potential solutions:

1. Only a sender can see the envelope.

2. If you are the sender, but you still can't see the Envelope, there might be an issue in creating the Envelope. Navigate to reports tab to find out the error message.

3. If you need further help, Ask the community or reach out to our support.