Want to get a quick idea of just how many agreements you’ve sent out this month? Easy! All you need to do is: 1. On the ‘Dashboard’ tab 2. Go to the top of the page and set a start date and end date. This will list your document history between those two periods of time.
Sure! 🙂 With Signable Widgets you can embed the signing page onto your site to make the whole signing process even easier. If you have a standard form that you get all prospective customers to sign before they actually become a customer, then this may be the solution for you. All you need to do is […]
Even though Signable has been designed to be as easy as possible for signers to use, sometimes they do need a gentle poke (or reminder!). 1) From the dashboard click the ‘Library’ tab on the left toolbar 2) Select the document you wish to set a reminder for 3) Go to the ‘Reminders’ button on the left-hand […]
Just realised you accidentally dropped a ‘0’ off your sales quote?! Don’t panic, you can cancel the envelope with just a couple of clicks. 1. Head to your ‘Library’ 2. Find the envelope you want to cancel and click on the title. 3. Click the ‘Cancel Envelope’ button on the bottom right of the page (Alternatively, if you […]
We call this ‘Expiring’ an envelope. 1. Firstly, just go to your ‘Library’ 2. Find the envelope you want to expire and click the title of the envelope to view the envelope status page. Here, you can remind, expire or cancel the envelope as well as view the history log. 3. […]
When the envelope is fully signed, the full history (or audit) log is automatically added to the signed PDF. This signed PDF is sent to all signers and is available within your Library. If the envelope hasn’t been fully signed, you can see track the progress of it by: 1. Heading to your ‘Library’ […]
Unfortunately it isn’t currently possible to edit the document in an envelope after it has been sent out. Once the envelope has been sent, the document cannot be changed by either the sender or the signing parties to ensure that neither party can make unauthorised changes. If you’ve realised the document within a sent envelope is incorrect or […]
Client locked out of their usual email address again and can’t sign your (urgent!) document? No biggie – you can change any party’s email address on an envelope, providing that they haven’t yet submitted the document. All you need to do is: 1. Find the envelope you have sent out in your ‘Dasboard’ 2. Click the title of the […]