Learn how to sign your document in Payroller with our simple guide below.
Now that you've created and sent your contract, agreement, or other document for your customer to sign electronically, you can just find out how to sign and add your signature to the document.
Step 1: Check your email.
If you have added yourself as one of the signatories, you should be able to receive the document you have sent.
Step 2: Click the ‘Review & Sign’ button from the email you received, and you will be redirected to the page of document.
Step 3: Review the document and click on the ‘Signature’ button.
Step 4: To sign the document, you can either choose 'Type' to enter your signature and select your preferred font.
or 'Draw' to create an electronic version of your signature.
Step 5: Click ‘Done’ to confirm your signature.
Step 6: Complete all the tags you have assigned to yourself.
If you have other tags assigned to yourself, such as date signed, checkboxes, text, etc., make sure to complete them all.
Step 7: Click ‘Complete’ at the bottom of the page to submit your document with your signature.
Step 8: Click ‘Complete’ to confirm that you understand and accept that the document will be legally binding.
Step 9: A confirmation email will be sent to you. You will receive a confirmation email with a link to your signed document.
You can view your signed document by opening it from your Payroller eSign dashboard, where the status and the latest actions on the document will be updated and displayed.
Please note that you can only add your signature or sign your document after you have added yourself as a signatory, and this can only be done through the email you received when you sent the document.
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