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How to sign a document

Received a document to sign? Here's how to do it.

Open the email containing the document.

  1. Click Review & sign.

  2. You can now read the document. You can click Prev field or Next field to navigate through your required fields.

To sign the document:

  1. Click Sign here. This will take you to a pop up where you have 3 options. First is to draw your signature using your mouse. After doing this, you can also chose your own pen colour. Second is to upload your own signature via image. Lastly you can write your name and choose a font as well as pen colour.
  2. Clicking on AB will insert your initials automatically.
  3. Clicking on Date here will insert the current date.

Signing options

  1. Draw your signature with your mouse. You can customise the colour of your signature.
  2. Upload an Image from your device
  3. Type out your signature. You can customise the font and colour.

Navigating a document pack

A signing request may contain more than one document to sign. If you have received a signing request with multiple documents included, take note of these pointers when signing, to ensure you complete the full signing process.

  1. The Next field button takes you to the next unsigned field within the document you currently have open. Once every field in that document is signed, the Next button becomes unavailable - it will not automatically jump you across to a different document in the pack.

  2. To continue, open the next document in the pack by clicking the file name on the left of the page. 
    New Signing - Select next document

  3. Then use the Next field button to guide you through the remaining fields on that document. 

  4. The Finish button only becomes available once all fields across all documents in the pack have been signed. If Finish is greyed out, it typically means at least one document in the pack still has an unsigned field.

    Please note that closing your browser without having clicked Finish does not complete the signing process and does not send the completed document back to the sender.

Completed signing fields

Once you have signed all fields, you will be able to click Finish in the top right corner. This will send the completed document back to the sender. You will also receive an email with a link to view the completed document. 

If you would like to download a copy of the document, you can do so using the Download button in the top left corner of the screen. This downloads the file(s) locally to your device.