How to create and send an eSign document in the Bookipi eSign App

Follow this guide to create an eSign document, add recipients, and send it for digital signatures.

Tap the '+' button in the upper-right corner of the screen to start creating a new eSign document.

Choose the document you want to send for signing. You can upload your own document, select a pre-built contract, agreement, or other document from the Template Library, or use one of your previously saved templates.

If you uploaded a document, select signers from the drop-down menu, add a new signer if needed, and rearrange the signing order if required. Then tap 'Continue'.

If you choose a template from the Template Library, review and edit the document, then tap the gear icon next to the signer drop-down menu to add signers, create a new signer, or adjust the signing order.

Add the required fields, such as text, signature, or other tags, and assign them to the appropriate signer. Select a signer from the drop-down menu at the top of the screen. Each signer will have a unique color for easier identification.

Choose a tag by tapping it first. The selected tag will appear in the middle of the document. Drag and drop it to the desired location, then resize it if needed.

Once everything is finalized, tap 'Send' to send the document to the signers.

You can rename the document if needed and add additional recipients under the Add CC section if you want others to receive a copy of the document.

After sending your document, you’ll have the option to save it as a template for future use.

A: You can upload PDF, PNG, and JPG files up to 5MB.

A: Yes. You can add multiple signers to a document, including yourself if needed.

A: No. Deleted documents cannot be recovered. Once a document is deleted, it is permanently removed.

A: Currently, documents can only be sent via email. Sending documents through other methods, such as a mobile number, is not available at this time.

A: No. Multiple documents cannot be uploaded and sent at the same time. Each document must be uploaded and sent individually.

Explore more guides to help you get the most out of Bookipi eSign on the Web.

Want to sign and send documents on the go? Download the Bookipi eSign mobile app to manage contracts, forms, agreements, and other documents anytime, anywhere. Check out our mobile app guides to get started.