Use the 'Document Signing' app to virtually sign documents. Upload a document and invite users into your workspace to sign it. Please contact support@safelinkhub.com if you are interested in this feature.
Electronic Signature - Gen 4
- To begin, right-click your document and select Sign Document.
- Select a name from the drop-down menu to request their signature. Just click the ‘+’ button to add more signatories. Next, click Request Signatures.
Note: You can only select users who have been invited into this workspace. To learn how to invite users into your workspace, click here. - All signers will be sent an email, asking them to sign the document. The link will direct them immediately to the signing process.
- Upon arrival, signers will click Start Signing Process.
- After reviewing the document users can drag and drop the 'Signature' field - on the right - onto the document, at the place where their signature should be applied.
- The signer can select the signature style that best represents them and click Sign.
- The system will apply this signature to the document. You can move the box at will. A date will be generated once the signature is confirmed.
- You can do the same for any other fields required from the right-hand panel. When you have finished, click 'Finish'.
- Signers will need to click 'I Agree' if they are content with the terms outlined in the document.
- Lastly, the system will prompt a ‘finished’ message and thank users for signing the document. At this point, your job is done.
- Once all requested signatures have been collected, the original document will be updated and made viewable in your workspace.
- A detailed audit trail is available at the bottom of every completed document.
- Click Signing Progress to check the status of any documents requested for signature. Once all signatories have signed, the status will be marked as ‘completed’. Click on a document to view which signatories have completed the signing process.
- On this page, you can view which signatories have completed and have not completed the signing process
- On this page, you can view which signatories have completed and have not completed the signing process
The Document Signing app works best with PDF documents.
Electronic Signature - Gen 3
- To begin, right-click your document and select Sign Document.
- Select a name from the drop-down menu to request their signature. Just click the ‘+’ button to add more signatories. Next, click Request Signatures.
Note: You can only select users who have been invited into this workspace. To learn how to invite users into your workspace, click here. - All signers will be sent an email, asking them to sign the document. The link will direct them immediately to the signing process.
- Upon arrival, signers will click Start Signing Process.
- After reviewing the document users can drag and drop the 'Signature' field - on the right - onto the document, at the place where their signature should be applied.
- The signer can select the signature style that best represents them and click Sign.
- The system will apply this signature to the document. You can move the box at will. A date will be generated once the signature is confirmed.
- You can do the same for any other fields required from the right-hand panel. When you have finished, click 'Finish'.
- Signers will need to click 'I Agree' if they are content with the terms outlined in the document.
- Lastly, the system will prompt a ‘finished’ message and thank users for signing the document. At this point, your job is done.
- Once all requested signatures have been collected, the original document will be updated and made viewable in your workspace.
- A detailed audit trail is available at the bottom of every completed document.
- Click Signing Progress to check the status of any documents requested for signature. Once all signatories have signed, the status will be marked as ‘completed’. Click on a document to view which signatories have completed the signing process.
- On this page, you can view which signatories have completed and have not completed the signing process
- On this page, you can view which signatories have completed and have not completed the signing process
The Document Signing app works best with PDF documents.