Send for Signature

After running this tutorial, you will have

  • set up an e-signature back-end
  • sent a PDF for signature.

You, a power user, inject the Hello World PDF into an e-signature service which emails it to you for signing.

Open the Google Drive folder that contains the Hello World PDF.

  1. The folder is named My Legalese Tutorial Hello World. (If you don’t know how to find the folder, begin by going back to the yellow spreadsheet.) (If you don’t know how to find the yellow spreadsheet, search your Google Drive for My Legalese Tutorial.) (If you don’t want to search, start at My Drive and open Legalese Root. Everything that Legalese does is in there. We created this folder for you automatically.)

  2. Select the Hello World PDF.

  3. Right-click the PDF (or hit a if you’re a keyboard geek).

  4. Open With: E-Sign with EchoSign. If you don’t see the EchoSign option, click Connect More Apps to add it.

  5. Enter the To: and Cc: addresses based on what’s shown in the README file. The order matters. If you’re using EchoSign, you’ll notice that the signature blocks are already in the right place.

  6. Go ahead and send for signature!

When the signature service asks me for the signers' email addresses, what should I say?

Open up the README file and enter the email addresses shown in the To: line.

What if I prefer DocuSign / HelloSign / some other e-signature backend?

That's fine; you can certainly do that. The advantage of EchoSign is that the PDFs contain embedded Signature Blocks which EchoSign knows how to read. If you use some other signature service, you will need to manually place the signature blocks.