You can use the Request Signature tool to prepare a document and send it out for eSigning to multiple recipients using either the web app, or the Sign.Plus mobile applications available for iOS or Android platforms.
Follow these steps to send a signature request:
- Log in to your Sign.Plus account, and go to the Sign section on your Dashboard.
- Click on the grey box, “Click here to upload,”or drag and drop the files you would like to upload for signature. Make sure to place your files in your preferred order. The file on top will be the first page of your document.
- Click on Request Signature.
- Once you reach the Add Recipients section of your request, provide the following information about the signer(s):
- Add Recipient: Add the names and email addresses of your recipients who need to sign or receive a copy of your document.
- Add Signing Step: Choose the order in which your signers will receive the document (optional).
In the example below, Signing Step 1 indicates that both Will and Sarah receive the document for signing. However, as Signing Step 2 shows, Clara's signature can only be added after both Will and Sarah have finished their signing procedures.
- Click on Next.
- In the Add Fields section, you can select each signer and assign them the fields they should fill out. For this, go to the right-hand editor and do as follows:
- Under Recipient, click on the down arrow and select the corresponding recipient(s) you're requesting a signature(s) of.
- Under Add Fields, you have the option to include a signature, initials, the date of the signature, a checkbox, and text annotations. Simply drop them anywhere on your document.
Tip: To assign a specific signature, initial, or text field to a different recipient, you can simply click on the field and choose a different signer on the right-hand editor.
- Once your document is ready, you can click on Next and you will be redirected to the Review section where you will be able to customize any of these aspects of your signature request:
- Email subject
- Email message
- Document name
- Reminders
- Document expiry
- Click on Send. Your recipients will now receive your request via email, or push notification, and you will be notified about their actions.
Note: You can track the progress of your signature requests in the Documents section of your account Dashboard. Simply find your preferred document, and click on Status to see progress details.
- Launch the Sign.Plus app.
- Go to Sign, followed by Request Signature.
- In the Add Documents section of your request, tap on Scan Document or Add File. Then, tap on Next.
- Once you reach the Add Recipients section of your request, provide the following information:
- Name: Enter your recipient's name.
- Email: Enter your recipient’s email address.
- Role: Select either Need to Sign or Receives a Copy.
- Tap on Done, followed by Next.
- In Add Fields, you have the following options to request from your recipients: a signature, initials, the date of the signature, a checkbox, and text annotations. Simply drop them anywhere on your document.
Tip: You have the option to change the style and format of the date, text, and checkbox fields. Simply tap them and a toolbar will appear over the added field.
- Once your document is ready, you can tap on Next and you will be redirected to the Review section where you will be able to customize any of these aspects of your signature request:
- Email subject
- Email message
- Document name
- Reminders
- Document expiry
- Tap on Send. Your recipients will now receive your request via email, or push notification, and you will be notified about their actions.
Note: You can track the progress of your signature requests in the Documents section of your account Dashboard. Simply find your preferred document, and click on Status to see progress details.