Watch a pre-recorded FuseSign Demonstration.
Read Navigating FuseSign to understand where to find features and function within the layout of the FuseSign interface.
Read Step-By-Step below to understand a typical workflow across preparing, sending, monitoring, and receiving FuseSign bundles.
Your business may have prepared detailed step-by-step instructions including business preference for the use of specific features.
The below is intended as a process overview and quick start guide only.
Start a New bundle by clicking New on the side navigation panel accessible from any screen in FuseSign.
Go to the Recipients Panel to Add Bundle Recipients. These are the people who will be required to view or sign the documents.
Go to the Details Panel to add a bundle Subject and Body. These can be added manually or by applying a Bundle Template.
Go to the Details Panel and select the Recipient Verification mode.
Go to the Documents Action Panel to add documents and corresponding recipient actions to the bundle.
Perform any of the optional steps listed below:
Your client will receive a notification asking them to complete their actions (Learn more about the Bundle Recipients Experience).
While your bundle is in progress and you are waiting for the recipients to complete their actions you can:
When all recipients on the bundle have completed their actions you will receive a notification that the bundle is finalised (either to the bundle sender or central inbox depending on your firms Finalisation Email settings).
Go to the Completed Document Bundle Folder to view and download the finalised documents.
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