Configuring an Invitation
Add Invitee’sOnce on the Invite page, you have the option to add any number of
invitees to Sign the document.
- By default, your details will be added for self -
eSign automatically as shown below.
You can remove your name by turning off the ‘I want to sign this
document’ toggle on the top left.
Other parties whose eSigns are needed on the document can be added by
clicking the blue “Add Invitee” button.
This opens a blank box with variable name and contact fields where you can
enter the invitee’s details.
The invite can be configured to be sent to:
- Invitee’s Email ID
- Invitee’s Phone Number
Selecting Signature TypeThe signature set as ‘Default’ in the eSignature section in the
The invitee can be restricted to either one eSignature type or can be
allowed to sign the document using one of the multiple eSign types.
- Each ‘Signature Type’ has its own options that can be accessed by
clicking the ‘gear’ icon.
This tab provides you various options to further
modify an individual invite.
Set Signing Order
A signing order is by default activated which forces a set singular
pattern in which the signatures will be activated.
The order can be edited by moving the invitee up and down with the arrow
The Signing order toggle needs to be turned off if not required.
Duplicating InviteThe copy invite button allows
you to duplicate all the invite configurations into a new Invite.
The only thing that
needs to be entered are the new invitee details.
Video on how to configure an invite.
Completing an Invitation to eSign
Finalize Once you have configured the invitee settings, click on the blue “Next” button. This takes you to the final step of the invitation journey- “Finalize”. In case a stamp paper was attached it will appear as the first page of the document. Set ...
Introduction The CC feature allows you to add contacts to the document journey who may or may not be signers/reviewers in the document but who need to receive updates (as configured by the sender) in order to remain privy to the progress of the ...
How to activate Account settings >> Department >> eSignature To activate NeSL eSign, “NeSL eSign” needs to be enabled. NeSL eSign can be made the Default signature type using the Default toggle. NeSL eSign settings can be configured by clicking on ...
Action Required: Shows you the status of documents where: A document, for which invitation has been sent, is pending your signature A draft, where invitation has not been sent, is pending further action
It gives you quick access to documents for which the validity of the eSign invitation is expiring within 5 days. Once an invitation has expired, the signers cannot access the signing link and you will have to re-activate the eSign invitation.