Watch a Complete Signing Session

Agent Perspective

  1. The signature requests are sent by emails. Click on “Start Signing Session” in order to start.

There are different channels of signing:

Signer  Signer's will sign from their email inbox

Carbon Copy → The individual is set to receive a copy of the completed/signed document, without having to sign.

In-Person Signer → Used when your client will sign in-person on your device.

2. After clicking on start signing session, a web page should automatically open asking you if you agree to sign Electronically?

To start the signing process, you need to click on I agree and then start signing session. If you check mark I Disagree, the signing session will be declined. Users have the option to Sign on Paper when disagreeing to sign.

3. After selecting or drawing your signature, click Save & Review documents.

After clicking Start signing, you will be redirected to each of the tags that you need to sign. If you can't find your tags, click on Find missing tags.

4. Click on the coloured box that says initial or sign here. Then click Next to be taken to the next tag.

5. Once all the tags have been signed, a pop-up should appear saying your almost done. To complete the signing session, click on: Complete Signing.

Client Perspective

  1. The signature requests are sent by emails. Click on: Start Signing Session in order to start.

2. After clicking on start signing session, a web page should automatically open asking you if you agree to sign Electronically?

3. If you want to draw your own signature using a Tablet or Smart Phone, at the top left corner, toggle the type button to the draw option.

3.1. Also, you could select “ Type” Option.

4. After selecting or drawing your signature, click Save & Review documents.

5. Click on the colored box that says initial or sign here. Then click Next to be taken to the next tag.

6. Once all the tags have been signed, a pop-up should appear saying your almost done. To complete the signing session, click on: Complete Signing.

7. If everything has been completed successfully, you should have a message saying the signing session is complete with the option to download your signed documents.

Return to the Agent side