Step-by-step guide
- Click on Signers
- Try to find the external signer by the name or email in the search criteria in All address books
- If found, click the checkbox next to their name and click Add
- If not found, click on New signer
- Click Trusted electronic signature
- Enter the contact’s first name and last name and email address
- Click Next
- On the Contact authentication page, you will be able to select the second authentication factor. Best practice is to use a Shared Secret.
- On this page you will also be able to select which address book to add the new signer. Best practice is to add it to your own address book if it is just for you or add it to your group’s address book if you want to share it with the users in your group.
- Click New
- You will now see the UW signer’s name under Number of zones available for you to drag and drop this signature zone to the appropriate location on your document
Important
Remember to download all of your contracts as this is not a document repository and your signed contracts/audit trail will be purged after 3 months.
Related articles