Learn how the recipient views and signs the document!
With Unity Entity Management, grabbing or completing an eSignature is easy. Simply accept the terms and eSign the document, here’s how:
- There will be an email in your inbox from Unity Entity Management saying that there's an Invitation to Sign a document. When the email is opened, there is the option to click Sign.
- Once the window opens, check the box for "I agree to use electronic records and signature" before continuing.
- Once that box is checked, Continue will show up on the right-hand side of the screen - click on it.
- Once Continue is clicked, you’ll be directed to the first signature box(es) simply click on it.
- Once the signature box has been clicked, you’ll have an opportunity to sign. Do this by staying in the Signed window and drawing your signature with your cursor.
- Or you can switch to Typed and type out your signature.
- Once completed, simply hit Submit.
- Whichever signature choice is chosen, it will now appear in the Signature Box.
- Once you’re satisfied with your signature, choose Complete on the top right-hand corner.
- Once you’ve hit Complete a pop-up will show on the screen that notifies you that your Contract has been confirmed.
- If you need to make a correction, simply choose Go Back in the bottom right-hand corner.