NOTE - trumpetSign is only available to users on the Scale plan - click here to upgrade.
How to send document for signing
Add the trumpetSign widget.
Upload the document for signing.
Click on Manage Document to change the title of the document.
Click on Manage Document again to add the recipient's name and email address.
Click on Add Recipient, then Done.
Next, click on Add Placeholder.
Select the Signature Placeholder and drag the box to the right field.
You can also resize it by long-pressing the arrow icon on the lower right corner of the box.
Click on the icon on the lower left corner to choose the recipient for this placeholder. Hit Save.
Click on the check mark to confirm the placement.
You can also add a text box by clicking the T icon.
Hit Save Changes.
Once the document is ready for signing, click on Manage Document again, and hit Send Document. Your recipient will be notified by email.
How to sign a document in trumpetSign
Open your email request and click Go to Pod.
Check the box once you've read the disclosure agreement.
Click Review & Sign.
Once you've read the document and are now ready to sign, click on Start Sign Process.
Click on the Please sign here box and draw your signature or use Text and type in your full name.
Click Clear if you want to start over.
Click Confirm once you've finished. Your signature should appear on the placeholder.
Hit the checkmark to confirm your signature.
If you need to type more information, click on the Text icon and place it where you need to type.
Click Confirm Placement once done.
Finally, click on Finish in the upper right corner of the document, and hit Done to confirm submission. The Pod owner will be notified by email.
You can view or download a copy of the signed document by clicking Manage Document.
