Creating new document for signature

MONESQ e-Signature is the legally binding and simple way to sign documents electronically. 

1. Click the ‘eSignature’ tab (left navigation bar)

2. Click the ‘Documents’ tab

3. Under the ‘Documents’ tab, click the ‘+’ sign 

4. You may upload a file or use a template

From a file: 

1. Upload document by either dragging and dropping or by selecting the file from your computer

2. Add a ‘Document title’

3. Choose the signer: select from contacts, select from team members, or add another person by typing their email address 

• If a signer is not yet in your contact list, you may create one here
  • Click the contact drop-down menu next to 'Select a contact':
  • Click the 'Create new' link at the bottom of your list of contacts:

4. Click the ‘plus’ sign to add another signer if desired

5. Check ‘complete in order’ if there is more than one signing role, and they need to be signed in a particular order

6. Add an optional message

7. Click ‘continue’ 

8. On the left side, you can add signature fields, auto-fill fields, or standard fields by clicking and dragging the desired elements onto the document 

9. On the right side, you can assign someone to each field, check whether it is required, change the formatting, and the field name 

10. When finished, click ‘continue’ and the request will be sent to the designated signer(s)

From a template: 

1. Choose the saved template from the drop down menu

2. Upload any additional documents and add the document title 

3. Choose a signer, either through contacts, team member, or add another person by name and email address

4. Click ‘continue’ 

5. On the left side, you can add signature fields, auto-fill fields, or standard fields by clicking and dragging the desired elements onto the document 

6. On the right side, you can assign someone to each field, check whether it is required, change the formatting, and the field name 

7. When finished, click ‘continue’ and the request will be sent to the designated signer(s)

Signing process

The designated signer will receive an email with a link to the prepared document. They will click ‘get started’ and will need to fill in each field requested. They will need to click ‘I agree’ to the terms and conditions and agree to be legally bound to the document. They will then click ‘continue’ in order to finish signing the document. A copy of the signed document will be sent to their email address for their records. 

Document signing status

The status will show either ‘not prepared,’ ‘sent,’ ‘partially signed,’ ‘signed,’ ‘decline request sent,’ ‘declined,’ or ‘error.’