Creating an E-sign is a simple yet essential process that allows you to quickly sign documents electronically. Follow these steps to make your E-sign in CaseActive account:
- Login to your CaseActive Account and click on the LOBBY button of the Hub.
- You will land on the user dashboard of that hub. From here you can access all the cases in this hub that you have been assigned to. Now click the “Open” button of your targeted case.
- Click “E-signs” and “+ New” to create a new e-sign.
- This pop-up form will open. Fill in all the required details and click on the “Create sign” button.
- Now Click on “Edit Builder” in the drop-down menu of the e-sign you just created to add the E-sign.
- Now Click on “Blank page” if you want to create the e-sign from scratch using the document builder or on “From upload” if you want to upload one from your device.
- Click here to learn how to use document builder in detail.
