Sending an Envelope for Advanced Electronic Signature (AES)

Video Tutorial:

Sending an Envelope for Advanced Electronic Signature (AES)

1. Log in to the Nota Sign workspace, select 【Send Envelope】

Step 1: Upload Documents

Upload files to your envelope:

• Click or drag and drop files into the Add Documents area.

• You can upload multiple files, up to a total size of 100 MB, in common formats such as PDF, Word, Excel, PNG, JPG, and more.

Step 2: Add and Configure Recipients

Add Recipients

1. Enter the Name and Email Address of each recipient.

2. Click Add Recipient to include additional participants. Sign in order is selected by default.

3. To remove a recipient, click the delete icon on the top-right of the recipient card.

Configure Additional Settings (Optional)

• Add an Electronic seal: Specify the electronic seal to be used.

1. Click Add Electronic Seal.

2. Select an active electronic seal and assign a eSealer.

- The eSealer can only apply the electronic seal during signing and does not have access to other controls. The recipient and eSealer can be the same person. -

• ​​SMS Notification​​: Enable to send signing notifications via SMS (requires international SMS credits).

• Access Code: Restrict access by requiring recipients to enter an access code.

1. Click ​​Custom > Enable Identity Verification > Access Code.

2. Input a custom access code.

3. Click the Copy icon to share the code with recipients securely.

• Signing Order​​: Enable if recipients must sign in a specific sequence.

1. Sign in Order is selected by default.

2. Drag and drop recipients to arrange the desired order.

Step 3: Set Envelope Details

1. Envelope Subject​: Automatically populated from the document name; you may edit it.

2. Digital Signature Type​​: Select ​​Required​​ for AES signatures.

3. Expiration Date: Specify a signing deadline (defaults to 90 days from envelope creation).

Optional Fields:

Add Message: Internal message shown in the envelope summary.

Add CC: Include observers who will be notified upon envelope completion.

1. Click ​Next to proceed​​.

Step 4: Configure Fields

You will be taken to the Signature Configuration page, which includes the following panels:

• Participant List: Select a recipient to configure their fields.

• Field Toolbar: Drag-and-drop fields (signature, text, checkbox, etc.) onto the document.

• Document Preview Area: Review the uploaded document and place fields.

• Document Navigator: Navigate through multiple uploaded files.

Steps:

1. Use the dropdown to select a recipient.

1. Drag the required fields onto the document:

• Signing Fields​​: Signature, stamp, date.

• Input Fields​​: Text fields, checkboxes, image uploads, attachments.

- Important: When using a Text Field, the assigned recipient must complete the required field before the signing process can proceed. Please ensure that all required text fields are properly filled by each designated recipient to avoid delays in workflow progression.-

1. Customize each field:

• Assign to recipients.

• Mark as required.

• Add labels, hints, default text,and formatting.

1. Set eSealer

The eSealer is only authorized to apply the electronic seal. Drag the electronic seal control to the desired position.

Step 5: Send the Envelope​

When all fields are configured, click Send.

All recipients will receive an email or SMS notification inviting them to complete the signing process.

- Once successfully sent, one envelope credit will be deducted. -