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today Ill be playing the part of somebody whos just signed up with they havent gone through any of our standard onboarding and training but have a new prospect that they need to get an offer to and get signed as quickly and pain-free as possible here Ive logged into our web app which is all browser-based so didnt have to anything and Im actually at home working for my home computer to start I click new send an envelope and this brings me into a draft in view of a transaction similar to drafting an email and attaching a document I just need to upload the document into the envelope which is as easy as dragging and dropping or one of the many other options now that I have the document I just type the name and email of who its going to in this instance I actually need to send it through approval to their manager before it goes to the candidate so Ill type the name and email and then add peri after the new candidate in this scenario weve actually predefined who we want that doc
