How to send a document for signature to several people?

It is possible to send a document in PDF format to be signed to several people.

On your administrator area:

  • Click on the Signatures tab
  • Click on the Create a multiple signature button

  • Enter the email address of the user concerned
  • Their information such as their name, first name and phone number are automatically filled in
  • Click on the Save button

  • Repeat these steps for each user who needs to sign the document

  • Choose the order in which users should sign the document. Hold the left mouse button then move the user's block to the desired place.
  • Click on the Next button

  • Fill in the document to sign
Please note, the document must be in PDF format

  • Give a name to the signature and click on the Finish button

An email is sent to the signatories of the document to inform them that they have a document awaiting signature.

In your administrator area, the document to sign appears in the Signatures section.

  • Click on the Signatures tab
  • Click on the Other tab

Signers have access to the document to be signed on their user interface.

  • Click on the Profile button
  • Click on the Signatures tab

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