eSign Plans

Before you proceed, ensure that these steps have been completed:

• Create Plan
• Integrate with eSign software (such as DocuSign)
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Steps to follow:

1. Upload the plan document template
2. Select the Plan that the plan document refers to
   
   

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3. Map the placeholders in the document template to the plan fields
4. Select the participants that the plan document should go to
5. Click “Send for eSigning”
6. View the list of documents that have been sent and their status (Pending, Rejected, Signed).
7. Send reminders to participants to eSign

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