To upload a document in Capium to be signed.
Please Note:
CapiSign only PDF files to be e-signed.
When signing from a smartphone, please use the landscape mode.
Help/Guide
Navigation: Capisign > Sign Documents > Sign & Send > Upload Document
Following navigation process, a user is able to upload a document into Capisign module to get it signed by client.
Once performed, a user is able to select a file from the list and upload it into the system as shown above.
Once processed, a user is required to click the “Next button” to upload a document.
Once performed, a user is required to add signatories to perform the upload.
Once it has been done, a user is able to drag across relevant tags, add or delete signatories and review the document.
Once performed, a user is able to add a message to Signatories, set reminders and send a document to a client.