Select Package for Signing

The Select Packages for Signing pane is where you define what documents, as part of a document package type, are available to Preview prior to submission to SmartSign Plus for processing for electronic signature or print and physical mailing.

Creating Documents is not a required step for package submission. This feature generates a list of documents included in the package. It allows you to see the signature type assigned and preview each document by either selecting a document in the list (grid) and clicking Preview, or by double-clicking on a document in the list.

Note:

The list of documents is updated upon package submission. All documents are generated or updated based on the latest changes performed in the transaction.

Add Documents allows for supporting documents to be included as file attachments. Click Add Documents and then select a file to upload as an attachment. Once uploaded, the file is listed in the Attached Documents list. All attachments are converted to PDF format upon the package submission. You can upload a variety of file formats, but all uploaded files are converted to PDF prior to submission.

Note:

The total file size of ALL attachments cannot exceed 16 MB and must be one of the following image, Microsoft Office, or Adobe file formats: JPG, PNG, TIF, GIF, DOC, DOCX, DOT, DOTX, XLS, XLSX, XLSM, XLTX, XLT, and PDF.