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What the recipients can expect.

Info

The recipient can start, sign, and complete the eSignature process on their smartphone, tablet, or other personal device.

  1. The recipient will receive the email.

  2. The recipient will open the Document to sign by selecting the Review & Sign link in the email.

  3. Once selected the Recipient will see the document and their responsible portion to complete.

  4. They can either scroll to find the signature box required or select the Get Started button at the top right.

  5. They will be prompted to “Click to sign”

  6. They will then have the following options to complete their signature:

    1. Draw it in

    2. Type it in

    3. Upload image

    4. Use Smartphone

  7. Once they have completed their signature option they will select Insert.

  8. They have the option to Edit or Clear their signature.

  9. If they are satisfied with their signature they can select Continue at the top right.

  10. Select the “I Agree” or Edit button to continue or go back.

  11. Once completed the recipient will see a confirmation page and receive an email with a copy of the signed document in their inbox.

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Note

The signer will receive an email notification after 4 days if they do not start the signing process.

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