Create a document for eSignature for leads – MONESQ

Creating a document for signature

From the CRM dashboard, search for or click the lead for whom you'd like to prepare a document for signature:

From the lead's information screen, click 'Create a document' from the upper right corner of the screen:

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You will see the 'New document to sign' screen:

'From file' or 'From template'

Choose the 'from a file' tab if you already have a file you will insert signature fields into, or 'from a template if you've already created a document template. if the file or 'from a template tab. For more information about creating templates, visit our help file, 'Creating a new template':

From a file:

'Document' section

Upload the document by either dragging and dropping or by selecting the file from your computer, and name your file:

Signer section

Select from contacts: Use this function if the signer is someone other than your contact lead.

Select team members: Use this function to add a signature from someone inside the firm.

Add another person: Use this function to add a person for signature that does not yet exist in MONESQ as a Contact or a Contact Lead. To add a new person, click the drop-down list as though were going to select an existing contact and click the '+ Create new button at the bottom of the list:

You may add as many signers as you would like

Complete in order: Use this function if you'd like the signatures to take place in a specific order. When you have more than one signer and switch this toggle to the "on" position, you will see up or down arrows next to each signer. Click these to rearrange the order of your signers if necessary:

'Email Info' section

Add any message you wish to include in the email sent to the signers, and add any CC recipients you'd like. When ready, click the 'Continue' button:

After clicking 'Continue' you will see the document editor screen:

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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.

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

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

Creating a new document from a template

Select the 'From template' tab on the 'New document to sign' screen:

'Document' section

Template: Choose the saved template from the drop-down menu.

Once you've selected the template, the number and order of signatures saved in that template will populate. Select the signers for this document:

Upload additional documents: Add any additional documents you'd like if necessary.

Document Title: Provide a name for your document