How to sign your own document using Bookipi eSign
Learn how to sign your own contracts, agreements, or other documents created in Bookipi eSign by following these simple steps.
Step 1: Click ‘Contract’.
Click 'Contract' on the left panel menu of your dashboard.
Step 2: Create your documents.
Next, create your document. You can either upload your own file, use a template from our template library, or generate a contract using AI. This document will be prepared for your clients to sign.
Step 3: Enable ‘Add myself as a signer’.
Turn on the ‘Add myself as a signer’ option to include yourself in the signing process.
Step 4: Add signers.
Add your signers by selecting from your existing customer list or by adding new customers. To include more signers, click ‘+ Add signer’.
If the Signing Order option is enabled, ensure you set yourself as the first signer. This allows you to sign the document before it is sent to your clients. If you're not the first signer, you’ll only be able to sign after the previous signer has completed their part using the email link and process as your clients.
Step 5: Click ‘Next’.
Click ‘Next’ to proceed to the next step.
Step 6: Select the ‘My Signature’ tag.
Select your name at the bottom of the page. Then, click the ‘My Signature’ tag to create and place your signature on the document. You can resize and position it as needed for better presentation.
Step 7: Add other tags.
Next, add other tags as needed. To assign fields to additional signers, select each signer at the bottom of the page with each signer having a unique color, then add and assign text fields and tags for the sections you want them to complete.
Step 8: Click ‘Next’.
Click ‘Next’ to proceed to the last step.
Step 9: Finish & send.
Enter a name for your document and select an appropriate category.
If needed, you can include additional recipients under the Add CC field.
Step 10: Send your document.
Click ‘Send’ to deliver your document to your client for signing.
After sending, you’ll have the option to save the document as a template for future use.
Common FAQs about how to sign your own document using Bookipi eSign
Q: After I’ve sent the document, am I still able to edit it, such as adding another signatory or placing additional tags?
A: No. Unfortunately, once the document is sent, it is considered final, and no further changes can be made.
Q: Why isn’t the ‘My Signature’ tag appearing when I add tags?
A: The ‘My Signature’ tag will appear if the signing order is turned off.
If you need to use a signing order, make sure to set yourself as the first signer. This allows you to add and place your signature before sending the document to others. If you’re not first, you can only sign after the previous signer has completed their part according to the order you’ve set.
Q: How can I view my signed document?
A: A confirmation email will be sent once you sign your document. You can view your signed document either through the email you received or directly from your Bookipi eSign dashboard.
Q: How can I track if my document has been signed by my client?
A: On your eSign dashboard, all documents are listed with their Status and Last Updated information. To track the signing process, click the ellipsis button next to a document and select ‘Audit Trail’.
You can also open a document to view the activity status for each signer on the right side of the page.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading the Bookipi Invoice mobile app and check out our mobile app guides.