Go to any entity detail (e.g. Accounts, Contacts, Leads)
Click ... to open extra menu items if you can't see in menu.
After click, it will jump to Secured Signing
By default, it already have some public forms for you.
You can put more customized forms, just talk to us.
Fill invitee firstname/lastname/email.
Click Next button to continue.
Choose email template.
Choose Due Date.
Review all the settings before sending.
Click Finish button to send.
The invitee will get the email and a tracking record will be added into "Activities" tab (besides "Notes" tab) for the same entity.
Secured Signing is
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