Stage 1: Upload Your Document for E-Signature

Go to the eSign Control page via My Account.
You can either:

• Click Upload File from Device, or
• Upload a File from your Document Storage.

Select Choose File, then Upload File.

Stage 2: Create Message for Signatories

Enter the Subject details and message content. This message appears in the email sent to the signer(s). Then press Proceed.

Stage 3: Add Signatories’ Names and Emails

Enter the details of everyone who needs to sign by selecting :

• Use “+Add 3rd Party Signatories” to include others.
• Use “+Add Myself as a Signatory” if you need to sign the document yourself.

You must enter both name and email for each signatory.

Other options include:

• Auto-inserting the signer's name into the document
• Auto-inserting the date of signing

When you have completed this, select Proceed.

Stage 4: Place Signature Locations on Document

The Page Tour provides a helpful guide for this page.

• Use the “Select Recipient” dropdown to toggle between signers.
• Click anywhere on the document to place a signature box.
• Resize the box if needed by dragging the corners.

Stage 5: Send for E-Signature

Click Send.

Each signatory will receive an email from eSign4Business with a secure link to sign.

To keep Simply-Docs anonymous during the signing process, all signature request emails are sent under the eSign4Business brand.

The example below shows how the email will appear to recipients: