How do I send a template for signature?

Sending a template for signature is super simple! Here’s how you can do this in less than 2 minutes:

Step 1 - Login to Signaturely and go to the main dashboard.

Step 2 - Once you click on the ‘Sign’ tab in the left menu, select the people who will be signing the template. Is it just other people or do you need to sign it as well? Click on your chosen option for signing.

Step 3 - Give a name to the document that you’re sending for signing and add a description (optional) for the signers.

Step 4 - Remember, you’ll need to create the template first before you can send it for signing. (Refer to ‘How to create a template’ process). Click on the ‘Choose template’ dropdown and you’ll see your saved templates appear. Click on the one you want to send for signing.

Step 5- Add the signers to the document. Simply add their name, email addresses and send them a request for e-signature. Before you send the document for e-signing, remember to assign them at least one field in the document. 

Step 6 - Prepare the template for signing by adding fields such as date, signature, initials, text, and checkboxes. Once you’re done, click on the top right to save the template. The cool thing is that all templates automatically get saved in your ‘Templates’ area. So, you can reuse them as many times as you’d like to.

Adding a signature field 

To add a signature, click on the document and you’ll see Signaturely automatically create an e-signature for you. 

Want to create a custom signature? Just click on the small checkbox and you can do that easily by typing, drawing or uploading an image.

Adding an Initial

Once you click on the ‘Initial’ tab on the left and then on the document, Signaturely automatically generates an initial for you. 

Adding the date

To add the date, first click on the ‘Date’ tab on the left side and then click on the document. Once you do this, a date field appears on the document. Just drag and drop it anywhere you want it in the document. You can resize it and customize the font type.

Adding text

Adding custom text to any document is very simple! To do this, click on the ‘Text’ tab on the left side and you’ll see a textbox appear on the document. Type in your content and then drag and drop the text box anywhere you want it.

Adding a checkbox

Want to add small checkboxes in the document? In the left menu, click on the checkbox and then click the place in the agreement where you’d like the checkbox to be present. And it appears!

Step 7 - You can create Template roles if you’d want and update the template. Once it is saved, you can send it for signing!

Step 8 - Want to stay updated about the Template signing status? Always know how many signers have already signed or are yet to sign. 

In the left menu, click on the ‘Documents’ tab to see document status with the e-signatures that are:

  • Completed 
  • Awaited 
  • Saved as draft (document created but yet to be sent for signing)

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