How does a signer view the request and sign the document?
The signer(s) will receive an email notifying them of the request. Signing the document is simple and straightforward for your recipients.
The email will include a link to view the document request.
On clicking the link provided in the email, they will be taken to a landing page where they can choose to sign or decline the request. They can proceed by clicking on Continue. If they click Decline, you will receive a notification the request has been declined.
They can also download the document (pre-signing) by clicking the download link in the document preview.
Once they click Continue, they'll be taken to the document screen to enter their signature, initials, text, or date.
A signer can view only the fields assigned to him. He cannot see all the fields predefined by you.
He can fill the relevant information by tapping on the field. Also, he can use the navigation arrows on top of the page to move to the next field.
When they're done, they can simply click Finish. The document will be sent to back to you, or to the next person in the signature sequence.
Once the document has been sent successfully, the signer will be taken to a page to inform them that the signature request has been completed, along with the other signers in the request flow.
What if my Signer doesn't have a SignEasy account?
Not a problem at all! The recipient won't need an account to sign your document. If they open the email invitation on a computer, they can sign the document without creating an account.
If they open the email invitation on a mobile device, they will be prompted to download the SignEasy app, but they will not be required to create an account.
Note - if a recipient already has a SignEasy account associated with their email address, we will prompt them to log in to their account for signing.