Select Document(s) for Signing

You can select individual documents to include in a package submitted for electronic signing through the SmartSign Plus integration. Use this feature to select a subset of documents from a list of all available documents to include in the package submitted for electronic signature.

The Select Packages for Signing pane is where you define what documents to include in the submitted document package.

In the Select Package for Signing pane, click Create Documents to generates a list of the documents that may be included in the selected package. Click Preview prior to submission to SmartSign Plus to view the selected documents prior to submitting for processing.

• The Create Documents option provides you the ability to include all documents in a package or to include only selected documents.
• The Preview option provides you the ability to view all (selected) documents in a package prior to submitting for processing.