Creating and sending eSign packets

This guide lists all the basic steps you'll need to get your eSign packets ready for signing! If you still have any additional questions, please reach out to our support team at support@simplyagree.com and our team would be happy to assist!

Below is an overview video showing how to set up your eSign packets from start to finish.

Below is a written guide on the steps to create your eSign packet. Each step is hyperlinked to the relevant Knowledge Base article. Some steps have multiple options depending on your packet needs. Feel free to ingnore any steps you don't need!

1. Set up your documents
   1. Upload documents into your transaction
   2. Designate your signature pages
   3. Assign the signatories to the signature page
   4. Repeat for all executable documents
2. Prep your signature packets
   1. Navigate to the “Create Packets” action button
   2. Select which packet(s) you want to send
   3. Toggle on “Enable e-signing”.
   4. Add e-sign fields to your signature pages.
   5. Make packet customization selections
   6. Choose to include the full signing documents
3. Send the packets
   1. Send the packets to your own email or directly to the signers
4. Download your compiled documents
   1. Accept and compile eSignatures
   2. Download the executed documents