E-signing the standard forms included with Alta Star Forms Online is simple. Signers receive an email, sign in their browser, and everyone gets the completed documents.
Unlike other e-sign systems, the locations for initials, dates and signatures are placed on the standard included forms automatically. That saves dozens of manual selections for every contract.
E-signing in two steps
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Start an E-sign session. In Forms Online, select the filled-in forms to submit for e-signing. A session configuration web page opens. See Starting E-sign Sessions.
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Configure the session with the two required items.
- Add the name and email address of each signer.
- Pick a role for each signer from a dropdown list, for example Buyer or Seller.
These steps handle all the mandatory items. Additional, non-mandatory options are explained under Going further below.
What a signing session is
A signing session begins when you choose to e-sign one or more of the included standard forms that you have filled in, to be signed at the same time. The forms are uploaded to the e-sign service automatically. You then enter the signers' email addresses and manage the session.
A session ends when every signer has signed the forms. It ends earlier if you terminate it before the forms are fully executed, if 30 days pass without signing invitations being sent, or after 30 days of inactivity.
Adding documents after a session ends
Once a session has ended, if the same transaction needs more documents signed, you begin a new session.
Going further
- Ask a signer to prove their identity with a text message code, a PIN or knowledge-based questions. See E-sign Security Options.
- Set signer options, or make a recipient a reviewer or a copy recipient. See Signer Options.
- Follow each session's progress and read its log. See E-sign Status and Logs.
- End an incomplete session, and know the time limit for getting it credited back. See Terminating a Session and Credit Policy.
- Go back into a draft or sent session to change it. See Editing a Session.
- Add your own PDF to the session. See Adding Custom PDF.
Licensing
E-sign is included with Alta Star Forms Online Premium Edition. Your subscription includes a set number of signing sessions per user per year. The E-sign window shows Sessions allowed and Sessions used. More sessions can be ordered. See Renewals.
Note: Sessions included with a subscription term do not carry over to the next term. Add-on sessions bought during a term may be used by one designated user for one year from the order date and do not carry over. There is no proration or credit for unused sessions. See Store and License Policies.