Creating a New Online eSign Package

New Packages are created from the Inbox.

Click New Package in the upper menu, then enter the Package’s details, including Package Settings, Documents and Signers.

Package Settings

Those fields marked with an * asterisk are required.

• Profile: Select the appropriate Profile for the package.
  • Profiles determine what Application and Document Types will be associated with the signed documents for indexing purposes.
  • A Profile will also have default Security and Authentication settings
  • Profiles are unique to an Identifi installation

• Name: The Name entered here determines how the Package appears in the Inbox, the Recipient’s email inbox and Batch Indexing.

• Description: The Description is visible when viewing the Package details. It will not be visible to the Recipients.

• Message: The Message entered here is included in the email sent to all Recipients.  This message is in addition to the standard email verbiage included on all Packages.

• Expiration: With an expiration in place, the link to sign the documents will only remain active for that period.
  • A specific date can be chosen, or
  • A specific number of days can be set

• Review before completion: With this box checked, the Package will return to the Inbox after being signed by all Recipients with a status of “Ready for Completion.” The documents can then be reviewed by the Sender.  For more details on this process, see here.

  Documents

Click +Add to select .PDF documents to be sent for signing.

Note:  The file size limit per document is 16mb, however 5mb is recommended for best results.

• The name of the document can be customized
• The Document Type can be pre-selected for indexing. The Document Types presented here are based on the Application associated with the Profile selected.

 

• Repeat until all documents have been added to the Package.
• Documents can be re-ordered in the Package by clicking and dragging the arrows to the left of the document title.

• The eSign Disclosure is included in every Package automatically, so it does not need to be added here.

Recipients

Click +Add to add the Signer(s). 

• Enter the First and Last Names and Email Address of the Signers. Optionally, enter Title and Company details.

 

• Attachments: Allow Recipients to add documents to the package. Enter a name of the document and a description, then select the Document Type for indexing. Check the box for Required if the package cannot be completed without the document.

File types allowed for Attachments:  PDF, DOC, DOCX, RT, ODT, JPG, JPEG, PNG, BMP, TXT, TIFF, TIF, GIF, XLS, XLSX

• Select the Authentication method, if overriding the default (see here for details).

• Enforce signing order: All Recipients will receive the Package at the same time unless this is selected.

• Recipients can be reordered by clicking and dragging the symbol to the left of the Signer’s Name

• Reviewer Recipients: A Recipient added here that does not need to sign the document will receive the package as a “Reviewer”. Follow all steps for adding them as a Recipient, but do not create a Signature area for them on the document.

Once all Settings have been configured and all Documents and Recipients have been added, click Next in the upper right corner.  This will open the Package in the Designer for configuration of signature areas.

For details on configuring Signature areas, see Using the Online eSign Package Designer
To save the Package as a draft to complete later, select Save.