How do I add signers to a document?

Once your document is ready to be signed, you can add signers to it. Here’s how this works: 

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

Step 2 - After logging into Signaturely, go to the main dashboard and click on the ‘Signs’ tab in the left menu.

Step 3 - Choose how many signers you want in the document. Sign the document yourself or get it signed by others, or both.Step 4 - Name your document and upload it.  Otherwise choose a template that you can create once and save for reuse later. Click here to see the free templates that Signaturely has for you.

Step 4- 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 5 - Now, it's time to prepare the document for signing by adding the signature fields. 

Step 6 - Now, it's time to prepare the document for signing by adding the signature fields. 

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. The font type, color and size can also be customized.

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 6 - Want to stay in the know? See how signers have already signed or 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 (to be sent for signing)

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