Classic Documents

The Classic Documents interface is the legacy method to upload and send out a document for signing. When first accessing the Classic Documents interface you have three options to use to create a new document:

• Simple Setup - Click on Simple Setup Templates to use a simple drag-and-drop interface to easily create an envelope containing one or more documents.

• Classic Interface - Click on Classic Interface to use the legacy method of creating a document for signing.

• Copy an Existing Document Template.

  This option does not display if you do not have any existing templates that can be copied.

To begin the set up for a document using the Classic Interface, select the Classic Interface option and click the Begin Setup button.