How to create an eSign document from scratch

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 the eSign feature in Bookipi Web v2.

Click ‘eSign’ from your dashboard or from the left panel menu.

If you selected 'eSign' from the left panel menu, click 'Create' at the top right of the screen. If you accessed 'eSign' directly from the dashboard, you will be automatically taken to Step 4.

Click ‘Document’ to create a new document from scratch.

Add the name and email address of the signer/s. You can click ‘+ Add signer’ if you want to add more signatories.

Click ‘Next’ to proceed to the next step.

Upload your document in PDF, PNG, or JPG format, with a maximum file size of 30 MB.

You can add and assign text and tags for each signer based on the specific fields you want them to fill out. To do this, select the signer at the bottom of the page.

Click ‘Next’ to proceed to the next step.

Enter a name for your document and select a category. You also have the option to include other recipients of your document under the Add CC field.

If you’re not ready to send your document yet, click ‘Save as template’ to keep it as Draft. If you choose to send the document, click ‘Send’ and its status will update to Pending signature.

After clicking send, it will give you the option to save it as a template. Once your signers have completed signing the document, its status will be updated to Signed.

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.