• 1. Send for Signing

    Step 1 (0:24)

    - Select the file you’d like to use and upload it.


    Step 2 (0:30)

    - Next, enter any recipient names and email addresses and select their permissions, such as a signature or CC. When adding multiple recipients, you can specify what order they sign in.


    Step 3 (0:41)

    - Enter the email subject line and your message.

    All of this information will be included in the signature-request email.


    Step 4 (0:53)

    - Select an expiration date and, if you’d like extra security, set an optional Document Access Code. To set multiple tags for a document, simply separate them with a comma ",".


    Step 5 (1:25)

    - As soon as the document has finished uploading, set up the fields by dragging and dropping from the options on the left. In this example, let’s use the "Signature" field. Once everything’s in place, select "Send for Signature" in the lower left to complete sending the signature request.

  • 2. How to Sign

    Step 1 (0:16)
    - The signer will receive this email once sent to their inbox. To continue to the signature page, go ahead and click "View and Sign."


    Step 2 (0:24)
    - Type in the
    Document Access Code and select "Submit".


    Step 3 (0:33)
    - On the document screen, click “Sign Here” field to sign.


    Step 4 (0:41)
    - There are three kinds of signatures: handwritten, text and pseudo-stamp signatures. In this example, let’s use the handwritten signature option. Once signed, select “I Agree” in the lower left corner.


    Step 5 (1:01)
    - You can see the status of the document is now marked as "Completed" on the signature requestor's screen.

  • 3. Field options and functions

    Signature (0:15)
    - The “Signature Field” creates an area for the signer to add their signature.


    Text (0:28)
    - Freely add text with the “Text Field.”


    Date (0:40)
    - Use the “Date Field” to allow the signer to choose a date from the calendar.


    Check Box (0:51)
    - Allow the signer to confirm consent etc using the “Checkbox Field.”


    Initials (1:04)
    - The signer can add their initials in the “Initials Field.”


    Attachment (1:16)
    - Allow signers to upload files with the “Attachment Field.”

  • 4. The template function

    Step 1 (0:16)
    - Click "Template" in the tab and select "Create Template."


    Step 2 (0:29)
    - Next, upload the file you’d like to template and set the number of signers, their roles, and the title.


    Step 3 (0:54)
    - Once the file is uploaded, add any fields like signature boxes, text, etc. The fields are now fixed. When you're ready, click "Save Template".


    Step 4 (1:12)
    - Click on "Launch" on the right. These settings are now reflected in the template. Enter the signer's name and email address.


    Step 5 (1:29)

    - Write your message and click "Launch Template".

  • 5. Document Tag

    Step 1 (0:16)

    - First, select "Send a Document" and set the items.


    Step 2 (0:32)

    - Once done, you can set a tag for your document in the field below the Document Access Code area.


    Step 3 (0:38)

    - Enter the words you’d like to use as tags, separating multiple tags with a comma.


    Step 4 (1:08)

    - Tags are shown at the end of each document summary after you have sent the contract.


    Step 5 (1:16)

    - Filter your documents by clicking on the tags or by searching [tag : tag names] in the search window.


    Step 6 (1:29)

    - Edit and save your tags anytime from the “Tags” section.

  • 6. How to add team members

    Step 1 (0:16)
    - First, click "Team".
    Step 2 (0:25)
    - Under "Invite a Teammate," add your team member’s email address.
    - Click "Send invite to Teammate".
    - Once the invitation has been sent, you’ll see "User (address) has been invited" in the top right.
    [Someone who is not a user of SignTime] (0:50)
    A. Click "Accept Invitation" in your invitation email.
    B. When the screen changes, select "Register".
    C. Lastly, enter your name and password before clicking "Save Password" to join the group.
    [Someone who is a user of SignTime] (1:18)
    A. When you are invited, select "View SignTime" in the invitation email and log in when the screen changes.
    B. When you add them as a member, they will be automatically added to the group.
    C. After logging in, click on the “Account” button in the top right. You’ll see that the new group has been added.

  • 7. Changing membership

    Step 1 (0:18)
    - Click “Team”
    *Only the owner of a team can change membership status.
    Step 2 (0:25)
    - Click the gear symbol besides the member that you’d like to edit.
    Step 3 (0:33)
    - Under “Change Membership”, set the role as “Owner” or “Member” and hit save.
    Step 4 (0:47)
    - Check that the member’s role has changed on the “Team” screen, and you’re done!

  • 8. An overview of the document page

    Step 1 (0:20)
    - First, choose the subject of the document you’d like to review.
    Step 2 (0:25)
    - View your documents via the "View Document" section on the left.
    Step 3 (0:31)
    - The "Document Details" section shows the current status of the document, how long ago it was sent or updated, the signature expiration date and the document tag.
    Step 4 (0:45)
    - Head to the "Parties" section to find the names and email addresses of the parties involved, as well as updates on who has sent, viewed, or signed the document.
    Step 5 (0:59)
    - Download the original file and see the file name and number of pages in the “Source File” section.
    Step 6 (1:07)
    - In the “Document Audits” section, view timelines of when documents were created, sent, viewed, and signed.
    Step 7 (1:19)
    - When a contract has been signed and completed, the right side of the screen will show the document details and parties involved, as well as Download Completed PDF, Certificate and Source PDF.
    - For any documents that have not yet been signed, use the handy “Send Reminder” tool to resend a signature request email. To delete a document, click "Move to Trash".

  • 9. How to set the document fields

    Step 1 (0:24)
    - Select "Choose File" to upload your file.
    Step 2 (0:38)
    - Under "People Involved", your name and email address are preset as the CC. You’ll be notified by email when the document is sent, viewed, or signed.
    Enter the name and address of whoever should receive the document. You can also choose who will be the signer or CC’d into the email. To add more people as signers or as CC recipients, select "Add Person".
    When there are multiple signers, you can choose the order in which you’d like them to sign by selecting "Signer Sequencing".
    Step 3 (1:17)
    - In "Description", add the email subject and message that will be included in the signature request email.
    Step 4 (1:31)
    - There are three more options In the final settings section. "Expires Internal", "Document Access Code", and "Tag".
    Choose from an expiration time of 30 days, 1 week, 1 day, or 1 hour under “Expires Internal”. Documents accessed after this time cannot be signed.
    The "Document Access Code" can be up to 16 characters in length and can include letters, numbers, and punctuation.
    To set multiple tags, simply separate them with a comma.

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