The eSignature Package Wizard is used to obtain electronic signatures by identifying the document(s) for signature, selecting the signatories, and adding Signature tags to the document. Using a template defines the number of signatories on a contract and the number of individuals who are notified about the electronic signing process and/or receive a copy of the fully executed document.

• Step 1: Identify the documents that require an eSignature and identify the signatories for the documents, as well as any recipients that should acknowledge the signing or be copied on the envelope for the electronic signing ceremony. The envelope is the email message containing the document that is to be signed electronically, along with any instructions, which is sent to signatories any any recipients. You have the option of running the Wizard using a template or without a template. Using a template defines the number of signatories on a contract and the number of individuals who are notified about the electronic signing process and/or receive a copy of the fully executed document. While DocuSign can be run with or without a template, Adobe Sign can only be run without a template.
• Step 2: Add eSignature fields to the contract to indicate where each signatory needs to provide their electronic signature, and then submit the envelope for signature. Other tags, such as Initial and Date tags, can also be inserted to indicate the locations where a signatory needs to provide information.
• Step 3: Capture the signatory's electronic signature in Conga Contracts or in the DocuSign or Adobe Sign cloud.