Our electronic signature product lets you send documents (in Word, pdf and other document formats) for signing by one or more people. Sending a document for signing is super simple. Here is how to send out your first document.
Watch the video or read the instructions below
2a. Select the document
2a(1). Go to Documents, click the "+" button, select "Send a document for signing", then select the document from your computer.
2a(2). Alternatively, upload the document by dragging and dropping it to Documents, then right click on it and select "send for signing"
2b. Define your signers.
Add the email address of the first signer, then
optionally define the welcome message and thank you message
optionally "require a qualified signature" (you'll pay extra)
optionally enable the option for the signer to forward the request to another person
optionally define extra security settings (SMS verification, Knowledge-Based authentication)
then click NEXT
Repeat the steps in 2b above for all requires signers. Once all signers have been defined, click "Next".
2c. Define signature fields
Drag and drop signature fields to appropriate places. There are several types to choose from (signature, date, text, paragraph and checkbox). Text fields can be named, assigned default values and made optional. You can change the order in which the document needs to be signed by using the arrow icons.
Once each signer is assigned to at least one required field, you are ready to click "Send Document".
You can now "return to your documents".
You wil notice that the document you sent out has a new "pen" icon next to the file name. The icon hides the status report of this esign transaction.
To track the progress of this request you can also go to Signatures which is a dashboard collating all documents sent out for signing.
To access the status report, click on the 'i' icon associated with the document of interest. The report looks like this:
It lets you
change the email address of the signee
trigger manual notifications
cancel the signature transaction
Once a document is signed by all parties, MyDocSafe will attach a signature certificate to the final document (always a PDF), file it UNDER the original (unless instructed otherwise) and will send all signees notifications with a download link to the final document (the link expires in a few days). Each signee also gets a free storage account where their copy is saved.
Note that we cover quite a few more complex situations. You can:
send a document for signing from any folder in Documents and any folder in Portals.
add document signing to a Proposal or a Workflow.
send a document as a broadcast to a large number of people (each person signs a separate copy),
do a mail merge to adjust a content of a document template with data and email it for signing to a group of people,
join up multiple documents in one workflow
As you see, we cover quite a few scenarios. Here, we just wanted to give you a flavour of what signing looks like.
Now, go to the next step: