Document Signing
Learn how to send documents securely from colleagues and clients in a few easy steps
Current Signing
- Document Signing Overview
- How do I send a document out for signing?
- How do I prepare a document for signing?
- Saving and using message templates for signing requests
- Tips for signing field placement
- How do I align the signature fields on a document?
- How do I sign a document myself and save it back to SuiteFiles?
- SMS verification for SuiteFiles Signing
- How do I sign a document?
- Can I set up a custom branding theme for emails, SuiteFiles document signing & the Connect portal?
- How do I edit signees in document signing?
- Customizing your digital signature as a Signee
- How do I manage documents sent for signing?
- How do I search and navigate the Signing Dashboard?
- How do I extend the expiry on signing documents?
- How do I manage signees?
- How do I send signing reminders?
- How do I edit automatic signing reminders?
- Customizing your signature as a SuiteFiles user
- Document Signing FAQ
New Signing
- Getting started with new document signing
- Coming next to new document signing
- How to add documents to a signing request
- How to add recipients to a signing request
- How to customise a signing request email
- How do I change where my signed documents will be saved?
- How do I manage when my document signing request expires?
- How to add fields to a document pack
- How to save your document signing requests as a draft
- Navigating the document signing dashboard
- How to sign a document
- How to access a document signing request that has been sent to you with 2FA
- How to withdraw a signing request
- How to append a signing certificate to a document pack