Guide for Clients sending a Document for eSignature
Sign in / Sign up
- Sign into your organization’s Xodo Sign (eversign) account
- If you don’t have an Xodo Sign (eversign) account, you can sign up here https://eversign.com/oauth/signup?
Send document for Signature
1. Log into Phundex portal
2. Navigate to the related Pathway
3. Go to the Data Room
4. Upload the relevant document (if not in the Data Room already)
5. View the document once uploaded
6. Click the ‘Request Signature’ button
- You can add anyone who is not an existing Team Member part of the Phundex platform
- If you use DocuSign or HelloSign, you can use this as per your usual process. This will not be integrated with the Phundex platform.
7. Click ‘Send to Xodo Sign (eversign)
8. Navigate to Xodo Sign (eversign) login
9. Authorize to let Phundex access your Xodo Sign (eversign) account
10. Prepare document – here you can add any of the fields. For Signature, select the ‘Signature’ field and then drag and drop this onto the relevant place in the document.
11. Recipients will be the Team Members that are part of your Pathway in Phundex – once you have added your relevant fields to the document, you can choose the appropriate Recipient.
- Note – you must add other Recipients in Phundex in order for them to display here
12. After you have added these Recipients and you are ready, you can click the ‘Send’ button and the Document will be sent to the relevant email addresses of the recipients.
13. If the email address is not valid, the admin of the Xodo Sign (eversign) account will receive a bounce back email to notify them.
14. Once the Document has been sent, you will navigate back to the Phundex platform
