How to create a Quick Sign Document?

How to create a Quick Sign Document?

First, navigate to ‘Z-Vault’ and click ‘Create’ to start creating a quick sign document.

Then select the ‘Quick Sign’ tile and click ‘Next’


Now you can upload the files you want to process.

Upload a File

  1. Select the file required, from the ‘Upload’ section.

  • Once the required file is selected, the file details will be displayed. (File Name, Type and Size)
  • Multiple files can be uploaded by selecting the ‘Upload’ icon         again.
  • Any uploaded documents can be deleted by simply selecting the ‘Delete’ icon    after the document.
  • Once the desired documents are uploaded, select the ‘Next’ button to continue

Then navigate to the ‘Action’ window and the uploaded file will load here with a document preview from the sidebar.

Action

Here you can create your document by adding tools as needed.

  • From your opened document, a toolbar will be displayed with all the available tools that can be added to your document.
  • As you are the only step user, all adding tools will auto-fill based on your profile details.
  • You can not move forward without adding at least one tool to the document.
  • When adding a tool, drag and drop the required tool to your document.
  • Size of the added tool can be adjusted as required.
  • The tools added can also be edited. Once a tool is selected, it’s properties panel will open from right side bar.
  • The selected tool can be deleted or renamed as required.
  • Each tool has properties that can be defined or edited. 

As you are the only step user you can view details from workflow icon.


If you have arranged the document by adding tools, based on your need now click ‘Next’ to proceed.

Review


  1. Add the ‘Document Name*’ and ‘Description’.
  2. The ‘Document Name’ field is mandatory. The ‘Next’ button will be disabled until this field is updated.
  3. Then you have the option to add a security option to the document by enabling ‘Password Protect Document’. To enable that slide the toggle towards right side.

o   Then opens the text box to add a password to your document.

o   Type your password. (This password will have to share with other users in the workflow to open the document)

  1. Next you can add an ‘Expiration Date’ to the document as needed
  2. Finally, you have the option CC this document for selected users in your ‘Contacts’.

  1. Enable the toggle ‘Send this document as a CC (Carbon Copy)’
  2. Click ‘Assign’
  3. Select contacts or group of contacts from your ‘Contact’ list
  4. Click ‘Done’


  1. Now the CC step should be added to the workflow.
  2. You can view workflow from the preview
  3. Finally, click ‘Next’ button to finish the process

  1. Check your Z-Vault Complete basket to view the quick sign document you created.



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