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eSignature Requests overview

Understand the app, its main areas and the complete electronic signature workflow.

Tip: use keywords like account, business, subscription, users, roles.

eSignature Requests overview

eSignature Requests overview

What the app does

KNEWTE eSignature Requests helps a business prepare PDF documents, request electronic signatures and track each request from draft to completion.

The normal workflow is:

  1. Create a request and enter its title and expiry details.
  2. Upload one or more PDF documents.
  3. Add signers and optional copy recipients.
  4. Place the required fields for each signer.
  5. Preview each recipient's signing journey.
  6. Review the request cost, accept the sender declaration and send.
  7. Monitor delivery and send reminders where required.
  8. Download the completed documents after all required signers finish.

Main areas

  • Dashboard summarises requests by status and shows the available PAYG credit balance.
  • Signature Requests lists all requests that the user is permitted to view.
  • Sent Items focuses on requests already issued to recipients.
  • Completed provides access to completed requests and documents.
  • Templates stores reusable document and field layouts.
  • Signers stores reusable recipient details.
  • Settings controls the entity display name, brand colour, default expiry and reminder timings.

The App provides a standard electronic-signature workflow. The sender remains responsible for deciding whether it is suitable for the document, transaction and required execution formalities.

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