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Getting a document from library

You can import an existing document from your Library to get it digitally signed. The Library contains your personal documents and your enterprise documents (in case you are an enterprise user). You can share these library documents with the signers/ reviewers for approval/ sign off purposes.

To get a document from the library,
  1. Click the "Home" option from the top menu.
  2. Click the "Library" option from the right menu.
    The "Library" dialog will appear, showing the list of available (personally saved and enterprise) documents. The document with configured template will be showing template name adjacent to it. Selecting such a document will apply the template details on the document automatically.

  3. Select the "Personal" or "Enterprise" option to view the respective list of documents. The adjacent count shows the respective number of documents available under each option.
  4. Select the required document(s) from the list.
  5. Click "Prepare>" to open the selected document, and configure workflow details to initiate the signing process. In case of selecting multiple documents from the library (see step 4), the "Add" button will appear in place of "Prepare", which will add the library documents in the main grid with the "Draft" status.

The enterprise documents are centrally maintained and shared by the respective enterprise admin.

See also

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