Navigate to Documents > All documents in the left menu. Click the button "Upload documents".
Then select a document in the organization or upload a file. If you already have a file in the documents folder, you can skip the next step.
Please note that only files in PDF format can be sent for e-signature.
Drag a document to the upload field or select a document from your computer to upload. Then click "Upload"
Click the icon with three dots besides the document and then select "Send for E-Signing".
Mark the "Allow signatories outside organization" option. You can also mark users within the organization as signatories of the document.
Enter Name and Email in the fields and press "Send". If you want to send the document to several people, you can click on the button "Add a signatory outside the organization" and fill in Name and Email in the new fields. Click the cross icon behind the name to remove a field.
After submitting the document for e-signature, the status can be viewed by navigating to "Documents" > "E-signatures" in the left menu, and then the "Requires others signature" tab.