How it Works

How MSB Works

Whether you’re 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 -> Accessibility -> 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