What To Do Next?

• Enter contacts’ information.

• Upload document(s) for signature.

• Prepare and send document(s) for signature.

• Sign an envelope's document(s).

• View/verify a signed document.

• Create a document template.

• Edit a document template.

• Export your template so others can use it.

• Import a template (someone else created) into your jSign document-template directory.

• Share a document template.

• Prepare and send a document template for signature.

• Deactivate, reactivate, or delete a template.

To view (if any):

• Documents awaiting signature: Click the Awaiting My Signature or Awaiting Others tile.

• Completed (i.e., signed) documents: Click the Completed tile.

• View documents that are due soon: Click the Signing Due Soon tile.

• Envelopes with documents still unsigned: Click the Unsigned Envelopes tile.

• Documents to be signed this month: Click the Signer Calendar tile.

...or to:

• View your categorized envelopes: Click the Envelopes, By Category tile (if displayed).

• Access to-be-signed documents that are still in draft form: Click the appropriate button in the Recent Drafts tile.

• See your particular jSign plan: Click the Subscription Details tile.

To:

• Create envelopes: See Upload Document(s) or Prepare and Send a Document Template.

• See what envelopes you’ve received, sent, and/or still contain document drafts pending completion/submittal: See Envelopes in the navigation sidebar.

• View envelopes containing documents still awaiting your signature, others’ signatures—and those (if any) in which you have been designated as an observer (i.e., witness of others’ signatures): See Quick Views in the navigation sidebar.

• See envelopes that have been completed/cancelled, are due soon, and/or contain signature requests that have expired or been denied: See Status in the navigation sidebar.