Once your SubHub Sign document template is set up, you can begin signing contracts. Follow the steps below to sign a document.
Step 1: From your customer’s proposal, click “Sign Now” located in the proposal header.
Step 2: Fill out the perfect packet checklist, then click “Next”.
Step 3: On the right-hand side, click “Sign Via SubHub Sign” to open the contract in the next tab and sign. Alternatively, click “Send Via SubHub Sign” to send the contract to the recipients via email.
Note: The information of the signing parties can be previewed in this window to ensure that the document fields are mapped correctly and that the data is correct.
Step 4: When signing via SubHub Sign, click “Open” to open the document in the next tab, or click to copy the URL. If sending via SubHub Sign, the same document will be sent to the first signer’s email address, where they can continue the process.
Step 5: Click “Start” to begin the signing process.
Step 6: When signing or initialing, select a style or draw your own, then click “Adopt And Sign”.
Step 7: When finished, click “Submit”.
Step 8: After clicking on the Submit button, the first recipient of the contract can choose to send the contracts either as a combined document or as separate files. Select your choice and click “Submit”.
Step 9: The document will automatically send to the next recipient via email. Simply click “Review & Sign Document” to continue.
Step 10: After signing, click “Submit”.
Step 11: To keep track of your progress, go to the “E-sign Activity” section of the proposal.
Step 12: Once all recipients sign the document, they will receive a notification via email and can download the attached copy of the contract.
Step 13: You can download the attached completion certificate from the email.
Note: When signing a document, the navigation bar on the left hand side will automatically direct the recipient to the next step. Recipients can choose to skip steps and come back later. The navigation bar will automatically redirect the recipient to empty fields, whether required or not. However, the document cannot be submitted until all required fields are filled.