Sending eSignatures from the Word Add-In

Learn how to send eSignature envelopes from the Smarter Drafter Word Add-In.

Sending eSignatures directly from the Smarter Drafter Word Add-In incorporates efficiency in your Microsoft Word workflow, by allowing you to send eSignature envelopes directly from Microsoft Word.

To use the eSignature function, you need to enable eSignatures as an integration to allow access to the Save & Send for eSignatures button for submissions in the Word Add-In.

Topics covered in this article:

Sending from the Word Add-In

To send eSignatures from the Word Add-In, you must be logged in to the Word Add-In, have a Smarter Drafter document open in Microsoft Word and a submission open in the Word Add-In, and have enabled eSignatures.

With a submission open, in the Word Add-In panel, observe the number of Signatories. These are the signatures expected. 

Click Save & Send for eSignature.

Note: Not all documents require an eSignature. The Save & Send for eSignature button will not appear for a submission that does not require an eSignature, or if you have not enabled eSignatures for your Smarter Drafter Account.

Each individual eSignature is shown by a number. The Send for eSignatures dialog will ask for the following fields for one eSignature:

  1. The Signing Order
  2. The Full Name of the signatory; and
  3. The Email Address to send the signatory's envelope to.

When multiple eSignatures are required, the fields are repeated with each individual's number. If there is a signing party required, the signing party eSignatures will be separated from individual eSignatures.

Once the required information is provided, click Send to all.

Learn more about Editing in the Word Add-In and How the Word Add-In Works.