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E-sign

Send a PDF for signature and get it back signed, with a certificate of who signed, when and from where.

Open E-signAbout E-sign

Get it ready

  1. 1Choose a PDF: a contract, agreement, quote or form. If it has a password, save a copy without one first.
  2. 2Add each person who signs, with their email. Add myself puts you on the list too.
  3. 3Pick a signer and a kind of field, then tap the page where it goes. Every signer needs at least one signature field.
  4. 4Drag a field to move it and pull its corner to resize it. Select one and press Delete to remove it. Everything saves as you go.

Send it

  1. 1Choose Send for signing, add a note if you like, and choose how long the links work.
  2. 2Each signer gets their own private link by email. On paid plans you can ask them one at a time, in order.
  3. 3Once sent, the document and its fields cannot change. If something is wrong, void it and start again.

Signing

  1. 1Signers open their link on a phone or a computer. No account is needed.
  2. 2Next field takes them to each place to fill. They draw or type their signature once, and it fills their other signature fields.
  3. 3They tick the box to agree to sign electronically, then Finish and sign. The time, their IP address and browser are recorded as evidence.
  4. 4Anyone can decline with a reason, which stops signing and tells you.

When everyone has signed

  1. 1The signatures are stamped into the PDF and a certificate page is added with the full record.
  2. 2Everyone who signed gets the signed copy by email. You can download it any time from the document.
  3. 3Record intact means no entry in the record has been changed since it was made.

Templates

  1. 1Open a document you have sent and choose Save as template. Name each signer's role, like Tenant or Employee.
  2. 2Under Templates, tap Use, type each person's name and email, and send it. Every field lands where it was. Choose Check it first to look it over before it goes.
  3. 3A template with one signer can go to many people at once: paste a list of names and emails, and each gets their own copy to sign.

Good to know

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