How to use eSign library
The GLASS Hire eSign Library makes it easy to collect electronic signatures on commonly used documents. Whether you're sending documents to existing contacts or creating requests for new signers, the eSign Library streamlines document preparation, delivery, and tracking.
In this video, you'll learn how to access the eSign Library, preview documents, assign signer roles, pre-populate fields, enforce signing order, and monitor document status after sending. These features help simplify document workflows and improve signature collection efficiency.
What You'll Learn
In this video, you'll learn how to use the GLASS Hire eSign Library to prepare, send, and track electronic signature requests.
- Access the eSign Library from the navigation menu
- Preview available documents before sending them
- Assign roles to existing or new signers
- Pre-populate document fields for different signing roles
- Enable and customize signing order for recipients
- Track document progress in the eSign documents table
Chapters
- 0:06 Overview of the e-sign library
- 0:12 Accessing the library
- 0:18 Previewing documents
- 0:28 Assigning roles to signers
- 0:34 Adding a new signer
- 0:41 Pre-populating document fields
- 0:49 Enforcing signing order
- 0:52 Customizing signer sequence
- 1:03 Sending the document
- 1:06 How GLASS Hire handles delivery
- 1:12 Tracking document status
- 1:20 Conclusion
Transcript
- 0:06 With GLASS eSign Library, collecting signatures on common documents is quick and easy.
- 0:12 First, select eSign Library from the navigation menu.
- 0:18 You can hit the preview button to take a look at any document before deciding to use it.
- 0:28 For each role, select an existing person
- 0:34 or click the icon to the right of the dropdown to create and send the document to a new person.
- 0:39 Keep in mind that you can prepopulate fields for the various roles on the document.
- 0:49 If you want to enforce a signing order, toggle the switch below the person selectors.
- 0:53 Once enabled, you can customize the order by dragging and dropping names into the desired sequence.
- 1:00 And finally, when you're ready, just hit continue.
- 1:06 GLASS takes it from there, sending eSign request emails to your selected recipients.
- 1:10 You can track the status of your document anytime in the eSign documents table, accessible from the navigation menu.
- 1:20 Thanks for choosing GLASS.
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