This article will show you how to send additional documents that require an electronic signature.

1. From the E-Signatures icon, go to E-Signatures Dashboard.

2. The first thing you will see is a list of all the documents that were sent out with a request for signature.  You will also be able to see when the document was sent, if it was signed, and who signed it, along with if it has been downloaded or not. You can send a new document for signature from here without sending the contract. 

3. To send a new document, just click the Send New Document for Signature button to your right.  You will now have the option to search for the customer to which the document will be sent.

4. If someone other than the main contact for a company needs to sign, just enter their legal name and click Document should be signed on behalf of the Company. 

5. From here, you will enter the company's name in the Sign on Behalf of Company field.

6. Can anyone representing the company sign the document? Just check the option Any Authorized Company Representative may sign document. This will allow any authorized representative for that company or customer to sign the arbitrary document.

7. Enter the Remote Key and attach the document that you are wanting to send. The Remote Key is going to be something easy that you can look up later, normally a contract number.

8. The following swap token UI will be available. Define the swap token text you would like to insert into Point of Rental. For example, we have defined we would like to prompt for a signature wherever ‘Signature’ is entered. 

• Define the swap token type for a signature or initials.
• Define the text that will cause eSign to stop and ask for signatures or initials. 
• Use the X and Y offsets settings to perfectly place the signature or initials over your contract. 

9. You have an option to allow the customer to reject the document. This is located beneath the Swap Tokens.

10. You also have an option to change the document terms and email subject along with the addition of comments.

11. Do not forget to enter the representative's email address and attach the document.

Note: Document must be in PDF file format to attach. 

12. Want to have an employee or multiple employees receive notification once the additional sent document has been signed? Just enter their email address(es) in the Signature Confirmation Notifies field separating the multiple email addresses with a ",". 

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