Make the signing process easy for both you and your customers, ensuring smooth and efficient operation for your business. Learn how to create an eSign document by uploading your own file with this simple guide using Bookipi eSign.

Click ‘eSign’ from your dashboard or click 'Contract' on the left panel menu.

Under the ‘Document’ tab, click the '+ Create' button.

Choose ‘Document’ from the options to upload your own document.

Enter the name and email address of the signer(s). To add more signatories, click ‘+ Add signer’.

Toggle the option if you want to include yourself as a signer.

Click ‘Next’ to proceed to the next page.

Click to upload, or drag and drop your document into the box.

Once uploaded, add and assign text and tags to each signer for the fields you want them to complete. Select the signer at the bottom of the page, with each signer having a unique color.

Pick the tags from the top, and then drag and place them onto the document.

Click ‘Next’ to proceed to the final step.

Enter a name for your document and select a category. Include other recipients of your document under the Add CC field.

To save it as a template for future use, click ‘Save as template’.

If you choose to send the document, click ‘Send’, and its status will change to Pending signature.

After sending your document, you will also have the option to save it as a template.

Once all signers have completed the signing, the document's status will update to Signed.

A: You can upload documents in PDF, PNG, or PDF format, with a maximum file size of 30MB.

A: You can add up to 8 signers to your document, including yourself.

A: Unfortunately, once a document is uploaded, you cannot remove or replace it. Please ensure that the document you upload is final and accurate.

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.