How do I sign an Envelope?
A very good question! No doubt you're here as you've been asked to sign something through the Signable platform. (or you're just curious about what your signers see!)
Every document sent via Signable is different, some are simple, some are complex - all follow the same basic principles though, let's look at them.
Step 1: Check your Emails!
A majority of the documents created with Signable will be sent the exact same way, our customers create the envelope that they need signed, add the fields they want filled and then address it to you! Once it's your turn to sign, you'll receive the envelope via email from one specific email address, document@signable.app. It'll look something like this:
Our platform allows for a huge amount of customisation, but ultimately, you'll receive an email from Signable on behalf of the company that wants you to sign as above.
To access the 'signing page' where you can view and sign your document - click the links found within the document - either the hyperlinked 'click here to sign the document' or the direct link you see below that.
Note: If you're ever concerned about the legitimacy of the email you've been sent, contact the original sender for clarification.
Step 2: View & Sign
Once you're on the signing page, you'll see something like this:
Towards the top left, it will show the document you're currently viewing - if there is more than one document in the envelope, you'll be able to select whichever one you want from here.
Below this, dependent on the sender's settings - you'll either see just your information or the information of other signers on the document.
Below that, you have language options, information on Signable as well as the option to reject the envelope by selecting the 'X' icon. This will cancel the envelope outright and notify the sender.
If you have any questions regarding the document, click the '?' icon to contact the sender directly
The majority of the page will be dedicated to the document requiring your attention, but here's the clincher, the bottom bar is what I like to call our 'signing guide' - this handy toolbar will state the next field that requires your action.
In the above example, it's outlining that the next field is labelled 'Company Name' and that I'll be expected to fill that in, clicking that button will take you right to the field in question:
Notice how there's now a blank box for us to fill in our company name - fill this in and click the 'Next' button to be taken to the next box requiring our attention.
Rinse and repeat until it says there aren't any more fields to complete! You can always manually go through the document, filling in field by field - but if you're ever unsure of what's next, look at the signing guide!
There are a number of field types - but each one is remarkably straightforward to use. If you do have any issues with the document itself or the signing, contact the original sender - they'll be able to help.
Once everything's done - just click 'Submit' like above.
Step 3: Wrapping Up
That's it, you're bit's done! If you were the only/last signer to complete the document, you'll see something like below, which confirms your completion and advises you'll be sent a copy of the envelope shortly:
In this case, keep an eye on your inbox and you'll receive a final email from us with a copy of your document - signed, sealed and delivered! Be sure to download a copy of your document immediately and store it somewhere safe.
If you're part of a number of signers, you'll see that the envelope is awaiting further signatures - that's OK! Once completed by everyone, you'll also receive a copy of your document - if you want to know the current status of your envelope, contact the original sender.
Easy as that!