Log into your Hona account.

Go to the "E-Signatures" tab in the dashboard. (it is a sub- category of the “Collect” tab)
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Click on the "+" in the top right corner

Name your template for easy identification.

Select “Upload New” to add a new document that you want the client to fill in

Then select “generate template”
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Select “Scan for fields” to have our software automatically scan to see what fields it thinks should go on the document, and edit as necessary. You can also manually drag and drop each field you want on the document.

Click on the “Settings” tab to customize when you want customers to receive this E-Signature form, and how often they should be reminded to fill it out.
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Once you are finished creating the E-Signature form, there is no need to press save as it will auto-save whatever you have created!

Click on the “Signatures" tab to see which E-Signature forms are completed and which ones are pending

Click on the three dots on the right hand side to cancel the request, send a reminder, or mark it as completed