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1. Once all the changes have been made to your documents, you can start placing your Tags. At the top of your screen, select the clients for which you want to place your signatures/initials.You can also Multi-Select your clients and drag once for both signers.




2. You need to select your client and then place the Date/Time box in your document. After your clients will complete their tags, the Date/Time box will be populated automatically from their local machine.You can:


- Select Date and Time to only have the full date (date and time);

- Select Date to only have the date;

- Select Date and Time to only have the full date (date and time).




3. Once you have finished placing all your Tags, click Send on your top right hand.

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4. After having sent your signature request, you can still edit your signing session by clicking on Signers and Documents on your top right hand. However, this can't be done if at least one of your clients has already signed start signing the document.