• How to SignTime

                                                                                    1. Send for Signing

                                                                                    2. How to Sign

                                                                                    3. Field options and functions

                                                                                    4. The template function

                                                                                    5. Document Tag

                                                                                 6.How to add team members

  • 1. Send for Signing

    Step 1

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

     

    Step 2

    - 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

    - Enter the email subject line and your message.

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

     

    Step 4

    - 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

    - 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
    - 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
    - Type in the
    Document Access Code and select "Submit".

     

    Step 3
    - On the document screen, click “Sign Here” field to sign.

     

    Step 4
    - 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
    - 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
    - The “Signature Field” creates an area for the signer to add their signature.

     

    Text
    - Freely add text with the “Text Field.”

     

    Date
    - Use the “Date Field” to allow the signer to choose a date from the calendar.

     

    Check Box
    - Allow the signer to confirm consent etc using the “Checkbox Field.”

     

    Initials
    - The signer can add their initials in the “Initials Field.”

     

    Attachment
    - Allow signers to upload files with the “Attachment Field.”

  • 4. The template function

    Step 1
    - Click "Template" in the tab and select "Create Template."

     

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

     

    Step 3
    - 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
    - Click on "Launch" on the right. These settings are now reflected in the template. Enter the signer's name and email address.

     

    Step 5

    - Write your message and click "Launch Template".

  • 5. Document Tag

    Step 1

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

     

    Step 2

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

     

    Step 3

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

     

    Step 4

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

     

    Step 5

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

     

    Step 6

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

  • 6. How to add team members

    Step 1
    - First, click "Team".
     
    Step 2
    - 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]
    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]
    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.