How do I sign a document that was sent to me?
When someone sends you a document to sign, follow these steps:
- Check your email for a notification with a 'Proceed to Sign' button
- Click the button to open the Document Details page
- Review the document and click 'Accept' to proceed (or 'Decline' if needed)
- The document opens with fields pre-assigned to you highlighted
- For signature fields, choose your preferred method:
- Draw: Use your mouse or touchscreen to draw your signature
- Type: Type your name to create a signature
- Upload: Upload a saved signature image
- Complete any other required fields (name, date, text inputs, checkboxes)
- Click 'Submit' to finalize your signature
E-Sign Request:
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Click the 'Click to Sign' button in the bottom.
Review Document Info:
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Click the 'ACCEPT' button in the top bottom left corner.
Choose Preferred Method:
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Click the 'SUBMIT' button in the bottom right corner to Sign the document.
Automatic Delivery: The signed document is automatically sent back to the sender, and you'll receive a copy via email once all parties have signed.
