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Only you sign the document

To sign a document and send it only to your inbox follow the steps below

  • Step 1 – On the application home page, select the “Me” icon.
  • Step 2 – Upload or select your document from your device, template library or the cloud.  Edit the name and description of the document. Remember that each of your documents can also be saved in the application as a template.
  • Step 3 – Proceed to document editing, where you can edit your template by adding signature fields, text boxes and check boxes
     >>Edit the document.

  • Step 4 – After inserting text, signature, checkbox and dropdown fields, in the next step you can edit text fields in the document. To edit the content of a field, click on the selected field with your mouse. When the document is ready select “Proceed” to add signature in the document.
  • Step 5 – Add your signature, then drag and drop the signature field to the right place. To send the document click “Proceed”. In your mailbox, you will receive a signed document and an audit trail with a document security code.

Me & Others

To sign a document with partners who will also need to sign and/or edit document follow the steps below:

  • Step 1 – In the application home page, select the “Me & Others” icon.
  • Step 2 – Upload your document or select a template.By default, the application will assign to you and partners the role of editing, accepting and signing the document. You may add additional partners to the process and set different roles for them, but at least one party has to be the approver and signer, or one party has to be the signer and the other must be the approver of the document. You can also use additional options – protect the document with a password, set expiration date for the document, hide the email addresses in the audit trail or hide the audit trail for the partners.
  • Step 3 – Proceed to document editing, where you can edit your template by adding signature fields, text boxes and check boxes
    >>Edit the document

  • Step 4 – After inserting text, signature, checkbox and dropdown fields, in the next step you can edit text fields in the document. To edit the content of a field, click on the selected field with your mouse.
  • Step 5 – When all partners accepts the document, you will receive an email notification. Until all partners sign the document, its content may be negotiated. >>How to negotiate the document
  • Step 6 – Add your signature, then drag and drop the signature field to the right place. To send the document click “Proceed”.

Others

To setup a workflow that will provide the ability for your partners to edit or make changes to a document, follow these steps:

  • Step 1 – On the application home page, select the “Others” icon.
  • Step 2 – Upload your document or select a template.
    By default, in this process you will only receive a copy of the executed document. The application will automatically assign to partners the role of editing, accepting and signing the document.
    You may add additional partners to the process and set different roles for each additional partner added, however, at least one party has to be the approver and signer, or one party has to be the signer and the other must be the approver of the document.
    You can also use additional options – protect the document with a password, set the expiration date of the document, hide the email addresses in the audit trial or hide the audit trial for the partners.

  • Step 3 – Proceed to document editing, where you can edit your template by adding signature fields, text boxes and check boxes >>Edit the document
  • Step 4 – When the document is ready select “Save” to save changes and send document for partners approval.
  • Step 5 – When all partners accept and sign the document, you will receive an email notification with signed document and an audit trail with the blockchain verification code for the document.

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