Electronic Signature only available for Advance Plan subscribers.

From Document Uploaded onto Officio

1. Go to Entity > E-signature
2. Click on Upload button.
3. A pop up modal 'Upload Document' will appear.
   Enter the Document name.
   Select only the PDF document that you want to sign electronically.
4. Select the Sign option (Sign Document, Sign & Send for Signature, Send for Signature).
5. Depending on your selection at Sign Option, you may need to add the Signees for the document.
6. Click Upload button.
7. Then you will be directed to the Electronic Signature page. It should show the preview of the uploaded document. You need to place the Signature Field at the appropriate location by dragging and dropping its placeholder.
8. Click Save. A Final Step pop up modal will appear. Put the Document title, enter any message you want the signee to read and enter the Expiry Date.
9. Click Send button to deliver the document.

From Document Generated from Officio

1. Go to Document or Minute Book in the Entity.

2. At the Document you want to sign electronically, click on Option. Then click on Create eSignature

   

3. It will send to E-signature. Then you can follow the instruction in the section above.