How Does a Recipient Sign a Document?
An Envelope is used as a wrapper when sending out a document for electronic signing.
When a user sends out an envelope containing a document the recipient will be sent a secure link.
The link will go to a secure Envelope page which will allow the recipient to sign the document.
Sign a Document Electronically
The recipient will receive an email with a link to the envelope that contains the document to sign.
They can sign the documnet as follows:
- Click on the link in the email to get to the Envelope
- Locate the document in the Documents panel and click on the Sign button
- Type their name into the signature box
- Review their signature and confirm
The document will now be signed and we will send you confirmation by email.
Video Guide
Download a PDF of the Document
The recipient can view and download a PDF copy of the signed document as follows:
- Click on the link on the email to get to the Envelope
- Go into the document in the Envelope Documents panel
- Click on the PDF button to download a PDF copy to your device
