How it Works

How MSB Works

Whether it’s requesting signatures or signing a document, MSB offers a simple and easy to use solution

Requesting Signatures

Step 1

Compose

Step 2

Select Policy

Step 3

Enter Signer email

Step 4

Attach Document

Step 5

Drop Signature and Other Tags and Send

Signing a document

Step 1

Click on Sign Request in Email

Step 2

Click on Start and review document

Step 3

Click on Tag for Signing and done

Create Workflow

Step 1

Create Workflow you want to save for future use

Step 2

Enter Name

Step 3

Click on Workflow -> Save New

Use Workflow

Step 1

Click on Workflow -> Use Existing

Step 2

Select desired workflow

Creating document Templates

Step 1

Click on templates -> Documents

Step 2

Attach a document -> Accessabiltiy -> Policy

Step 3

Add signers -> Select Signer -> Drop tag

Using document Templates

Step 1

Click on compose -> Single

Step 2

Attach -> document template -> Select template -> next

Step 3

Upload document(optional) -> apply