Guides to getting documents signed.
Short, practical walk-throughs of the everyday jobs: sending a PDF for signature, setting reminders, tracking who has signed, and keeping a record of every step.
What an audit trail records, and why you want one
What an audit trail records when a document is signed electronically, how to read it, and how to download the completion certificate for your files.
Read the article →Five reasons to take signing off paper
Why moving document signing off paper pays off: faster turnaround, lower running costs, less waste, better security and records you can find in seconds.
Read the article →Sending one document to many people at once
How bulk sending works: start from a one-signer template, upload a spreadsheet with a row per person, check the list, then send and track every copy.
Read the article →Keeping signed documents secure: the layers and your part in them
The layers that protect documents sent for signature, from sign-in and access control to audit trails, and the steps your own team should take.
Read the article →How to send a document for signature
A walkthrough of sending a document for electronic signature: upload, add signers, place fields, write the message, track, remind and download.
Read the article →Let the reminders chase the signature for you
How to set automatic reminders on an envelope: the interval, the maximum number, an optional expiry, and what to do when a signer still has not signed.
Read the article →Signing a PDF online, one step at a time
A step-by-step walk through signing a PDF online: uploading it, placing fields, adding signers, tracking progress and downloading the finished copy.
Read the article →Know who has signed, and who is holding things up
What each envelope status means, the emails you get as a document moves, how reminders fit in, and what the audit trail records for each signer.
Read the article →Show signers only the fields that apply to them
How to make a field appear only when another field has a certain value, the conditions you can use, four examples and the mistakes to avoid.
Read the article →Collect signatures in the room, on your own device
When to have people sign in person on your laptop, tablet or phone, how the handover works, what is recorded for each signer, and tips for the meeting.
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