With Signify, you can collect signatures on any document in just a few steps.
1. Creating document
- Log into your account
- Click on the “New Document” button
- Select and upload document you want to send
2. Add a Recipient
- Enter the recipient’s name and surname
- Chose the sharing option: email address, mobile number or via link. Provide the recipient's mobile number or email address accordingly
- Select the recipient's role*
- If there are multiple recipient, add the next recipient with the appropriate sharing option and role*
3. Recipient Roles
For each recipient, you can assign one of the following six roles: Signer, Approver, Receives Copy, Witness, Forwarder, Automatic Signature.
- "Signer" and "Receives copy" are available in all plans;
- "Approver", "Witness", "Forwarder" are available in Business Pro and Enterprise;
- "Automatic Signature" is exclusive to the Enterprise Plan.
4. Sharing Options
For each recipient, you can define the document's delivery channel:
- Email: A link to the document is sent via email to the recipient for opening and taking action
- SMS Link: A link to the document is sent via SMS to the recipient for opening and taking action
- Link: A link is generated when the document is prepared, which you can share directly with recipients through any preferred channel (e.g., WhatsApp, Messenger, etc.).
- Email: Included in all plans
- SMS Link: Available in Business Pro and Enterprise plans
- Link: Available only in the Enterprise plan
5. Signing order
If the document has multiple recipients:
- By default, the document is sent to all recipients simultaneously
- Select "Signing order" if you want to define the order in which recipients receive the document. In this case, the document will be sent to the next recipient only after the previous recipient completes their action.
6. Recipient Permissions
Define recipient rights for interacting with the document - control downloads, forwarding, comments, and more.
7. Authentication
For extra security, you can enable authentication for opening or signing a document. Recipients can be required to use the following authentication methods:
- SMS Code: A one-time four-digit code is sent to the recipient's mobile number. The recipient must enter this code to perform any actions on the document
- Video Identification: The recipient must complete verification by recording a video selfie and scanning a government-issued ID
- Password: The recipient must enter a password to open the document
Learn more about authentications.
8. Adding Fields
Once you’ve finished entering the data, click the Next button. Before sending the document, add the signature fields for each recipient.
Select the recipient, then drag and drop the field it in the appropriate location.
In addition to the signature field, you can add various types of fillable fields that the recipient needs to fill out, such as: Full Name, ID Number and more.
9. Additional Settings
After adding the fields, you can send the document immediately
Or proceed to the next page to modify additional details:
- Change the document name
- Adjust the message language
- Edit the message text
- Etc.
Learn more about Additional Settings.
10. Sending
After adding the fields, you can send the document immediately by clicking the Send Now button!