How to use SigniX in DocuPhase Pro

Start by adding the PDFs to be signed to the Binder Tool.  You may do this by either selecting the small paperclip icon next to the file name

or you may check off the box and selecting Binder under Select A File Action

Every document you add to the Binder Tool will be reflected by the number next to the Binder Tool

Once finished selecting PDFs to be signed click on the Binder Tool which will bring up the Binder window.  Start by selecting the SigniX tab.

From the SigniX tab you will be prompted to name the transaction.  After entering a transaction title you will need to choose Select Parties this will bring up an address book   From here you may add contacts or chose from the list.  You are adding parties that you want to sign off on the document.

If your recipient is not in the address book choose add party and add the user.

Now that the transaction has a title and you have chosen at least 1 recipient you may send the transaction to SigniX.

You will be asked if you want to clear the selected files and SigniX will open. 

From this screen you may add additional signers by clicking Add New Signer and filling out the window that pops up

You may adjust signing position by clicking on the cross and dragging signer to the position you want them in.

When you have your list in the order you want click next.  From this screen you have the option of uploading additional documents to be signed.  Please note you may adjust the position of documents by clicking and dragging.

When you have  your documents in order click next.  The next screen will bring up your document and a toolbar.  Use the tools on the toolbar to designate what and where you want your signers to mark the document.  To use a tool click and drag to the appropriate place on the document.

This tool will require a signature from signers

This tool will require signers to initial

This tool will create a text box

This tool creates a check box signers have to check off

This tool will create a text box that you can type in

This tool is used to require signers to read the document

This tool will require the signers to acknowledge or agree 

After you have finished marking up the document scroll to the bottom and click Next to proceed.

the following screen will depict all your sending options.

From this screen you may change your transaction title and add an email message to your signers.  You may also set a reminder/expiration schedule.  Use the sliding bar to choose when the transaction will expire.  Reminders will be sent every 7 days unless the box I don't want to send reminders is checked off.

When you are ready to send out your document scroll to the bottom of the screen and click send.  A screen will appear letting you know your transaction has started and your first signer has been notified.  The last tab on the MydoX screen is status.  From here you may check the status of your transaction to see who has completed it.