1. Document Signing

How do I send a document out for signing? (Multi Sign)

Multi Sign allows you and others to sign a document. You can also pull contacts directly from XPM and include CC recipients

Please note: Quick Sign and Advanced Sign have merged into Multi Sign.

This guide includes: 

Adding Signers:

  1. From your PDF file, click Document Signing
  2. Select Multi Sign

  3. Choose a contact by typing in their Full name and Email address into the fields provided. If you are integrated with XPM, you can pre-populate your client details. Please note: 
    • Do not add your email address as a signee - you will be able to add your signature to the document when placing fields onto the document. 
    • To enable two-factor authentication, you can toggle Yes (Learn more)
    • To add additional signers, click Add Signer
    • To add a cc Recipient, enter their email address into the field provided. This cc Recipient will not need to sign the document but will receive a copy of the signed file once all signatures have been added to it. 
    • To add additional cc Recipients, click Add cc Recipient
  4. Once you have added all recipients, click Next to place your fields

Placing Fields:

  1. On the next screen, select a signer from the drop-down provided on the left. This will default to "Me" which will allow you to place and resize your own Signature, Initials, Text field, checkbox or Note into the document. 
  2. Select a signer from the drop-down provided on the left. You can request the signer's Signature, Initials, Full Name, Date Signed, and Text (view our full field breakdown here). 
  3. To place a field on the document, select a field name and click a location on the document.
    Note: The signer's name will be displayed on each zone and under each signer's field, so you can easily identify, move and resize fields into the correct position on the document.  

  4. Once all fields have been placed, click Save & Send in the top right corner of the screen.

Sending your document:

  1. On the Add a Message screen, the default message asks your signers to review, sign and return the document but you can customise this message when sending your document:
  2. The default Expiration date of documents is currently set to 30 days but can be customised to any date between 1 - 365 days.
  3. You can choose whether the final signed document is sent as a link, or as a PDF attachment. By default, this option is set to Yes which means the final Completed email will contain a link to the file only and not an attached PDF. Toggle the option to No to receive the link and an attached PDF.
  4. Click Save. Your signature request will be submitted and an email sent to all signers.

To learn how documents are signed, refer to: How do I sign a document?

    Field definitions:

    We've provided a list below of what fields can be selected for sending: 

    • Signature: this will place a signature for yourself or the signee. Please note, by default this will be a system-generated signature but it can be customised.
    • Initials: initials will be based on the name entered when adding the user. Please note this cannot be customised when a signee completes this field. 
    • Full name: full name will be based on the name entered when adding the user. 
    • Date signed: this will default to the date the document was signed (DD/MMM/YYYY). You cannot change the format of this date. 
    • Text: this field allows you or the signee to add text (unlimited characters).
    • Checkbox: a checkbox that must be selected.
    • Note: notes are only visible to signees when signing the document but will not be included in the final signed copy.