Manual E-Sign & Custom Email

Phase 1: Initiating the Manual Process

Important: Do not use the automated "Begin Workflow" button if you intend to customize the experience for the signers.

1. Prepare the Document: Open the Document Editor. After setting up your E-Signature Requests (ESRs) in the editor, navigate to the E-Signature Workflow component.
2. Bypass Automation: DO NOT CLICK "BEGIN WORKFLOW." Instead, you will manage each signature request (e.g., ESR-0000026) individually from the record level.

Phase 2: Sending the First Signature Request

1. Navigate to the Record: Click on the E-Signature Request Name (e.g., ESR-0000026) to open that specific record.
2. Open Email Activity: In the Activity panel on the right, click the Email (Envelope) icon.

1. Configure Recipient & Template: * To: Ensure the field is populated with the E-Signature request contact.

• Insert Template: Click the Insert Template button in the email toolbar.

1. Select the DRTE Template: Choose the relevant template, such as DRTE: Action Required: Please e-Sign Your Document.

1. Modify & Send: You can now edit the email body to include custom notes, remove existing ones. Once finalized, click Send.

1. Verify Activity: Confirm the email log appears in the Activity timeline to ensure the request was dispatched.

Phase 3: Synchronizing System Data

To ensure the signer can access the document via the guest user portal, you must manually update the record status.

1. Update Status: Immediately after sending the email, click Edit on the record and change the Status to "Sent For Signature." * Note: This is a critical step to respect the sharing rules created for the esign guest user.

1. Timestamp the Request: Manually update the "Request Sent On" field to reflect the current date and time.
2. Save: Click Save to apply the changes.

Phase 4: Handling Subsequent Signers

1. Monitor Progress: Once the first signer completes their task, the E-Signature Workflow component will show the first record as COMPLETED and the next record (e.g., ESR-0000027) as READY TO SEND.

1. Repeat the Process: For the second signer, repeat the steps in Phase 2 and Phase 3. Open the new ESR record, manually send the email with any needed modifications, and update the status to "Sent For Signature."

Pro-Tip: Always verify that the "Status" is updated immediately after sending the email. If the status remains "New," the signer may encounter access errors when clicking the "Sign the Document" link.