Huddle offers customers with the right edition the ability to sign PDF documents electronically. Users no longer need to rely on paper and pen to get contracts or legal documents signed.
Getting started
To get started with electronically signing a document either upload or choose a PDF file and click the Sign icon.
Assigning signers
With the signing process triggered the next step is to select who will need to sign the document. Anyone in the Workspace can be selected to sign the document.
Step1: Click the chevron which will reveal all users that have access to sign this document. Select the user that needs to sign this document.
If you have a large list of users you can also use the search bar to type the name of the recipient.
You are the signer
If you are the only signer of the document clicking the I'm the only signer will take you straight through to the next step.
Step 2: To add more than one signer select the +Add another signer button.
Step 3: With multiple signers the order in which the signing occurs can be managed by enabling the Set signing order toggle at the top and then clicking and dragging the dots besides each name to reorder its position.
With all the signers chosen and the order in which they will sign hitting Next will move onto the next step.
Adding Fields
The add fields page is broken into three distinct areas making it easier to manage field placements.
Step 1: If multiple signers have been chosen to sign the document select the first signer from the Signers dropdown by clicking on the down chevron icon - by default the first signer will be selected.
Step 2: With the first signer selected navigate to the page where the first signature box needs to be placed. In standard signing the Signature field is the only mandatory field. To navigate large documents use the thumbnail viewer to find the page quicker - clicking on a thumbnail will reposition the document preview pane onto that page.
From here simply drag the Signature icon in the field picker and place it on the page in the main document preview pane.
Continue to add more fields for the user.
Step 3: With the first signer done you can now repeat the action with each signer. The page thumbnail view shows an icon identifying the page where each field has been placed using colours to denote which user the field is associated with.
Once all signers are done hit Next to move onto the final stage.
Notifying Signers
The final step is to send an email to all signers. The Review and Send step now allows you to add CCs to the recipient list as well configure the subject and add a body.
Anyone CC'd will be notified that a signing request has gone out and when the document completed the signing process and is available to download. These recipients will not be notified of each user's signing.
Once the subject and body field of the email is complete hit Send. All recipients will not recieve an email allowing them to login and sign the document.
Note: if you wish to go back and edit the fields you can do so by hitting the Back button.