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 need notarization

How to create an eSign packet

1. Create an eSign packet from the + Create New button in the top left-hand corner of your account.

2. Name the packet and click Next

3. Upload documents and select who needs to sign

4. Add signer(s) information

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.

To cancel a document and remove it from the packet, click the Actions button and select Cancel 

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: