1. Click the New Transaction button in the top right-hand corner.
2. Enter a title for your transaction. Click the Create button.
3. Add your document and recipient to your transactions. Click the Next button.
4. Now it’s time to add the signature blocks to your document for your recipients to sign. Simply drag-and-drop the signature blocks from the left-hand side into the document. In this example, we’re sending an insurance form that requires the signer to accept or decline coverage details of the insurance policy.
For these sections, we’ll add Optional Signatures to the form. Simply click the signature block and then toggle the Is optional feature on.
5. Once you’re done adding signature blocks to the document and you’re ready to send it to your signer, simply click the Send to Sign button to route your document for signing.
6. After accessing the document to sign, your signer can complete the transaction by signing the sections of the document that are applicable to them. The signer can confirm that they are done signing the document.