When logged on to the Web Office, go to Cases and create a new case by clicking on New Document to the upper right.
Next, go to Select a document for signing and add (or drag and drop) the document you want to send. The document will now uploaded and you will see a preview of it.
If you want to send multiple documents, choose add more documents, or move on by filling in the names and emails of the Parties who should sign. You can add as many parties as you want. In the little dropdown menu you can find some settings as well.
When you´re all done, just press the green button Send for signing. Done!
Tip! Did you know that you can save a lot of time by creating a template?
You can also copy a case regardless of status. Click on the arrow to the left of the case:
In this way, you can reuse a case's parties and / or settings. You can also use the function Saved parties to copy information about the party.
When a case has been sent off for signing, you can no longer add or remove parties, nor change the settings of the case. If you wish to modify the case, you need to recall it, make the changes and then send it again.
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