Everything you need to know about eSign in Stavvy

What is eSign?

• eSign allows for documents to be reviewed and electronically signed outside of a Stavvy Meeting.
  • This is only an option for documents that do not include notary annotations 

How to create an eSign packet

1. Create an eSign packet from the + Create New button in the top leftcorner of your account.

2. Name the packet and click Next

3. Upload documents and select who needs to sign

4. Add signer(s) information

Each signer must have a unique email address 

Note: There is an option to Set signing order. If this box is checked off, the document(s) must be signed in the order of the signers (ex: Signer 2 cannot sign until Signer 1 has signed, Signer 3 cannot sign until Signers 1 & 2 have signed, etc.)

5. Annotate the document and click Mark ready to Sign. For more information on annotating click here.

6. Review packet details, add an optional message to be included in the invite, save a draft packet or save & send a finalized packet to signers.

How to cancel/remove eSign packet documents 

Remove document: Selecting this option will delete the document from the packet.

Cancel document: Selecting this option will remove the document from the packet and move it to the Canceled Documents tab. 

Once a document is removed or canceled, the action cannot be undone. The document will need to be re-uploaded and annotated again if it is needed. 

Canceled documents can only be viewed or downloaded. 

How to complete an eSign packet

Once an eSign packet has been saved and sent to signers, signers will receive an email letting them know a packet is available.

1. Once they click the link and verify their email, the Signer(s) will be brought to the Stavvy Signer Portal.

2. Signer(s) can review all documents, and sign any documents with annotations

3. Once completed, Signer(s) will be able to download the eSign packet at any time from the Signer Portal

4. Note: If an eSign signature is incorrect, follow this guide

If a signer does not complete the signing within 48 hours after the packet has been sent, they will be sent a reminder email. 

Watch Demonstration Here: