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How to use and send trumpetSign
How to use and send trumpetSign

A guide on how to get documents signed via the trumpetSign widget

Russell Mitchell avatar
Written by Russell Mitchell
Updated over a year ago

NOTE - trumpetSign is only available to users on the Scale plan - click here to upgrade.

How to send document for signing

  1. Add the trumpetSign widget.

  2. Upload the document for signing.

  3. Click on Manage Document to change the title of the document.

  4. Click on Manage Document again to add the recipient's name and email address.

  5. Click on Add Recipient, then Done.

  6. Next, click on Add Placeholder.

  7. Select the Signature Placeholder and drag the box to the right field.

  8. You can also resize it by long-pressing the arrow icon on the lower right corner of the box.

  9. Click on the icon on the lower left corner to choose the recipient for this placeholder. Hit Save.

  10. Click on the check mark to confirm the placement.

  11. You can also add a text box by clicking the T icon.

  12. Hit Save Changes.

  13. Once the document is ready for signing, click on Manage Document again, and hit Send Document. Your recipient will be notified by email.


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