This the second part of the electronic signing process. Part one covered creating a document to sign and here we will be detailing how a recipient can sign a document.
Pre-requisite: an email notificaiton asking for the user to sign a document.
Access document for signing
Step 1: From the email you will find a button to take you to the document. You will need to sign in beforehand.
If you are already signed in you can access the document from the Notification panel by clicking the specific notification.
This will take you to the signing view. Hit Start in begin the process.
Navigating the signing process
The Start button guides the signer through each item that needs signing. It will automatically navigate to the correct page.
Once a field has been completed selecting Next required field will navigate the page to the next field that needs completing. Using this button will guide the user step by step to each field.
You can also manually navigate to each page and find the field if preferred.
To save your current state and continue later click the Finish later button. This will save the current state of completed and incompletd fields till you return.
Filing in fields and signing the document
To sign or enter values in any field assigned to you simply click the box and enter in the details within the field. For signature clicking on the field opens a new dialog.
For signing a signature the signing dialog appears allowing the user to sign using a trackerpad, keyboard or uploading a signature.
The following fields are automatically populated:
- Name - this is taken from your profile.
- Initials - this is also taken from your profile.
- Date - this is automatically filled in with the current date.
Downloading the signed document
Once the first user has signed the document, the next user in the ordered list will be emailed and asked to sign. Once all signatories have signed the document participants and users copied into the original email will recieve an email to view and download the signed PDF document.