After creating your SisuSign Templates and Packets, the next step is applying them to transactions so you can send them to your clients for signing. This article will guide you through the process.

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To apply an E-Sign Template or Packet Template to a transaction, navigate to the transaction and click the SisuSign tab from the transaction toolbar at the top.

To apply a Template (a single document), click the Add Esign Template dropdown, choose a template from the list, and then click Add to apply it to the transaction.

To edit an applied Template, click the Edit button to the right of the Template you'd like to update. Updating the Template here will not update any other versions of the Template.

To delete an applied Template, click the trash can button to the right of the template. Deleting the Template here will not delete any other versions of the Template.

To apply a Packet Template, click the Add Template Packet button . In the prompt, from the Choose Packet Template dropdown, select the Packet you'd like to apply.

You can add or remove Templates in this Packet in the Select Templates section. Click to drag and drop templates from the Available Templates section on the left to your Selected Templates on the right. You can also utilize the icons in the middle to move templates to and from your packet.

Click the Create Packet button to apply the Packet to the transaction.

To edit an applied Packet Template, click the Edit button to the right of the Packet you'd like to update. Updating the Packet here will not update any other versions of the Packet.

To delete an applied Packet Template, click the trash can button to the right of the Packet. Deleting the Packet here will not delete any other versions of the Packet.

To send an E-Sign Template or Packet Template from a transaction, navigate to the transaction and click the SisuSign tab from the transaction toolbar at the top.

In the eSign Documents list, click the Preview & Send button to the right of the Template or Packet you'd like to send.

Prior to sending you'll want to verify the data in your template is accurate. In the Verify Data step, you can review and complete both transaction form fields and non-transaction fields from your e-sign template. Any fields left blank here can be filled in during the next step (Finalize Document) or completed by the Signer.

Check the Read Only box to the right of the field if you want to prevent the Signer from editing the field information.

Check the Update Transaction box to the right of the field if you want any changes made here to update the information in the transaction form fields after the template is sent.

When ready, click the Next Step button to finalize the document.

In the Finalize Document step, you can review all changes made during the previous step and make any additional edits as needed. This is your last opportunity to ensure that all information is accurate, all fields are completed as desired, and the document is fully prepared before sending.

When ready, click the Next Step button to choose your Signers.

In this final step, you’ll setup the signing roles and configure the email subject and message.

Choose whether to send your document to all Signers at the same time or in a specific sequence. If you select "Send in order," you'll be able to assign a signing order to each Signer individually.

Select a Signer from the dropdown menu and assign it to each recipient listed. For each signer, choose whether they will Sign Electronically or Sign Physically.

Use the Perform Test Run button to preview the e-sign document as a specific signer. This allows you to verify that all assigned fields and signature requests appear correctly before sending the document for signatures.

In the From Email section, select the email address that will be used to send the signing request. Any configured Gmail integrations will appear in this dropdown.

In the Default Subject and Default Message sections, you can customize the email that will be sent to your signers. Enter a general email subject and message that will be sent to all recipients, or enable Use signer-specific messages to create personalized messages for individual signers.

Once all Signer roles and the From Email have been selected, the Send for Signatures button will become active. When you're ready to send the document, click Send for Signatures.

After sending a SisuSign packet, it will appear in the E-Sign Requests section of the SisuSign tab within the transaction.

Expand a packet to view details for each signer, including:

By default, signing requests expire one week after they are sent.

As signers complete the packet, their status will update and display the date they signed. Once all required signers have completed the packet, the Completed Date and Status columns will automatically update to reflect the completed signing process.

To cancel an active signing request, click the X button located on the far right side of the packet.

Once a packet has been completed, click Download to save the documents to your device.

You can choose to:

To monitor SisuSign activity across your entire team, navigate to Transactions > SisuSign Status Board.

The SisuSign Status Board provides a centralized view of all sent signing requests and their current statuses. For additional information, refer to the SisuSign Status Board KB article. 📙