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Documents intended for electronic signature must be created among the templates.

Go to the display Communication > Mail and documents > Templates.
From the list on the left, create a new template (or duplicate an existing one) and select it.
On the right, click on the tab Share (electronic signature and publication).
Select the option Make eligible for the signature.
In the part Publication of signed document, click on Add a signatory role.
In the pop-up window, tick the people intended to sign the document.
Possibly tick the people whose signature is optional. This means that the absence of a signature from them will not block the finalization of the process.
On the line of certain signatories, the button allows to specify the type of signatory.
Optional: you can impose an order in the signature circuit. Tick the option Impose the order of signatories. Then use the buttons and to modify the order. In all cases, order or not, the Principal or his representative will always sign last.
Then click on the tab Contents in order to view the document that will be transmitted.
The new tags corresponding to the different signatories concerned are automatically integrated at the bottom of the document. Improve their positioning in the document by adding, for example, spaces between the different blocks.
Click on the button Save to take into account your new document intended for signature.
The template used for the electronic signature is easily identifiable in the list thanks to the green tick mark visible in the column .

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Electronic signature, step 2: Create a template