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Prepare and sign a document - the author is the only signatory
Prepare and sign a document - the author is the only signatory

How to prepare and sign a document where the author is also the only signatory.

Jeffrey Reyes avatar
Written by Jeffrey Reyes
Updated over 2 years ago

Prepare and sign a document

  1. Click on the "Prepare document" button

  2. Upload the file that you want to sign. Twala Sign accepts Word, PDF, JPEG and PNG files.

    Twala only supports PDF file of up to 50MB.

  3. Who needs to sign? Click on the "Include me" button for documents that the author is the only signatory.

  4. Anyone else needs to receive a copy? This is basically a carbon copy field. Enter the name and email of the person to whom you want to send a copy of the signed document. If you want to add more CC recipients, click the "add CC recipient" button. Clicking the "Maybe next time" button will turn off the CC recipient.

    There's a limit of 50 CC recipents (could be more for custom/enterprise plans).

  5. How should this document be signed? Twala supports three levels of document security. First is "Via Email Link" wherein signers can sign documents without the need to create a Twala Account. Just click the link sent via email and it will redirect the signer to the document request. Second is "Via Twala Sign" where only those who have Twala account can sign the document. The third option is for those who have a Twala account and a verified Twala ID, meaning those who have created their Twala ID, got approved, and have linked their digital ID to their Twala Sign account. If the signatory invited to sign the document does not have a Twala ID yet, they will have to create one before they can sign the document.

  6. Advances Settings > Add an audit trail? Click here to know what an audit trail is. You can customize what information you want to include in the audit trail by clicking on the tickbox beside the audit trail options. Clicking the "Maybe next time" button will turn off the Audit trail.

    Email address: This is a required information

    Show document ID: UDID or universal document ID is a unique identifier of each document and is displayed at the bottom of all the pages

    Show author: Name of the one who prepared the document

    Show mobile number: When ticked, the verified mobile number of all the signatories will be displayed. The last 4 digits are masked (e.g. +63917432****)

    Show ID details: When ticked, this will show the details of the government-issued ID submitted by all the signatories (e.g. Passport: A1234567A). This will only appear if all the signatories have verified Twala ID.

  7. Click on the "Prepare document" button.

  8. Once the document is loaded, you can now edit the document and sign it.

  9. Click on the "Add new signature" button at the upper center of the PDF viewer.

    You can save up two electronic signatures under your account.

  10. There are three ways to electronically sign the document:

    a. Draw - Draw your signature via your touchpad or mouse.

    b. Type - Type your name or characters you want to adopt as your electronic signature.

    c. Upload - We recommend that the signature image should be a transparent PNG file.

  11. Twala allows the author to insert text, stamps, images, and eSignature into the document.

  12. When signing the document, you can draw, type, or upload an image of your signature, Twala recommends an image with a transparent background.

  13. Once done, click on submit signature.

  14. The document will be finalized and completed. A final copy will be sent to the author's email address and can also be accessed under the Document tab from the main menu.

Please do not close or refresh your browser when the blockchain recording is ongoing.

Prepare document

You can create a transparent image of your signature by following the steps below:

  1. Using a black pen with a broad tip, draw your signature on clean white paper.

  2. Take a photo of the signature using your smartphone. Make sure you maximize the entire space of the photo.

  3. Go to https://www.remove.bg/ and upload the photo of your signature, remove the background and download the transparent version.

  4. Then upload it to your Twala account.

Another way of signing a document is to sign the document using a mobile browser on your smartphone. You can sign by drawing your signature on the phone's screen.

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