Added a field and unsure on how to remove it? No problem this short help article will take you through the steps of how to do this! Firstly you need to make sure you have clicked on the field you want to remove so that it is highlighted, like the below image. Once you have […]
Sending your first document with Signable Activate account Once you’ve started your free trial/signed up to Signable, you’ll receive a confirmation email. Click the link in the email to activate. Do that now! Setting up your first envelope (this is what we call document(s) you send via our system) Click the bottom Left […]
Have a client-specific document saved to your desktop that you’d like to include alongside your standard Terms & Conditions template? No problem! You can quickly and easily send these in the same envelope to keep your Document Library, nice ‘n’ tidy and avoid consuming additional credits, just follow the steps below. 1. Head to ‘New […]
Sometimes when sending an envelope you’ll want to highlight something in the automated email sent by Signable for certain sets of clients, so we’ve made sure you can store and reuse personal messages. Lazy isn’t always a bad thing! 1. When entering your party email address, name and selecting party/template roles, select advanced options and from […]
Updated your standard Terms & Conditions and need to send the new version to all of your clients to sign, individually, without having to issue the envelope one by one? Signable Widgets allow you to generate a direct URL to the signing page for a saved template which you can then send to your clients […]
‘Course! 1. Head to ‘Send Envelope now’ 2. Select ‘Upload a document’ or ‘Select a template’ Or both! You can send multiple documents, whether newly uploaded files or re-usable templates, in the same envelope and save on your envelope credits! 3. Define the ‘Envelope Title’ and choose whether you’d like to apply any additional send options […]
Confused by Dropdown Menus? Don’t worry we’re here to sort any confusion. This feature is available on all accounts, Pay as You Go and monthly/annual plans. To add ‘Dropdown fields’ to any document or template you simply need to drop them in the same way you add existing fields. Once you have placed the Dropdown field […]
Sure – when uploading and sending a document, you now have the option to differentiate between parties you’d like to sign the envelope, and parties you’d like to simply receive a copy of the completed envelope. You can copy a party into an envelope by following the instructions below: 1. Head to ‘New Envelope’ 2. […]
– Deeeeeep breath – While this happens from time to time, party email issues usually arise due to one of the following reasons: Their email provider has sent the email to a ‘Junk’, ‘Spam’ or ‘Clutter’ folder While we work closely with email providers to ensure our emails aren’t sent here, it does still […]
Checkboxes are a really simple way to ask your parties to select from multiple options – for example you may want to ask the signer to choose whether they prefer Eastenders or Coronation Street (or neither as my choice would be!); all you need to do to get the answer to this burning question is below for you. When […]
New to the exciting world of electronic signatures and need a little guidance? Watch the video below for the dummies guide to sending your first document… Formatting & adding your document to send your first envelope How to add parties How to add fields Where to view your envelopes
They most certainly can! We often find that our customers want to ensure a certain section of their document is completed by one party before it arrives in the inbox of another – so when sending a document to multiple parties, just ensure you’ve added to party details in the order you’d like the envelope sent! Simply […]
Yes, as well as being able to allow your parties to sign your documents, you can also prompt them for additional information. All of the fields can be set as optional or required, allowing you to build more complex forms, and in turn, enabling you to send a wider range of documents for signature via your […]
We currently accept a few file formats when uploading a document, either as a new envelope or as a template. While we do support the formats below, we always recommend uploading web-optimised PDF files as we find these are the most consistent and we experience very few formatting issues with these. Please also be aware that we currently […]
Want to make sure your client doesn’t breeze past the ‘Contact phone number’ section of your form? We’ve got you covered! When you drag a new field onto either a new envelope or new template, a ‘Configure Field’ popup box will appear (as shown in the image below), giving you some options to configure the field according to your […]
Roles determine how a party interacts with an envelope and can be set when sending a document – you now have a couple of options when adding parties to an envelope: Defining a party as a ‘Signer’ will mean the party is required to ‘Submit’ the document after they have completed any required fields assigned to them. Specifying you’d like a […]
Sure can – this is an easy way to reduce the amount of time spent following up on your outstanding envelopes. You can set these up when sending an envelope, either via the API or via the website. 1. Go to ‘Send Document Now’ 2. ‘Upload a document’ or ‘Select a Template’ 3. Name your envelope and click […]
Yep! We’ve made sure you can determine how long a party has to sign an envelope before it automatically expires, saving you from; a) spending time expiring the envelope yourself and b) having to actually remember to do it. 1. Select an existing envelope in ‘Library’. 2. Click on the envelope title, and choose ‘Expiry settings’ on […]
More of a ‘visual’ learner? Check out our video tutorial on adding tags here! Signable Tags are our way of allowing you to add text tags to your document before uploading it to Signable. We will then automatically grab these tags and replace them with the relevant field (signature, date, text or checkbox). One thing […]
In short – yes, you’ll just need to ensure PDF attachment is enabled. Understandably, some parties may want to retain a copy of the document prior to signing – we disable downloadable PDF copies on the signing page by default because we found that some individuals are confused by the attachment and would attempt to sign the PDF […]
1. When logged into your account, click ‘Send document now’ 2. Click ‘Select a template’ and choose one of your saved templates 3. Click ‘advanced options’ for password protect options & personal messages ‘Password protect document’ This will require the parties to enter a password before they are able to sign the document. The password is unique for […]
If you’re a visual learner – check out our video tutorial on using merge fields here! Uploading a unique document for each client is a bit of a pain, especially when your documents are exactly the same, save for a tiny piece of data like a price or a company name. Using merge fields allows […]
You can add ‘File upload’ fields to any template or document by simply dragging this from the right side toolbar onto your document. These fields can be placed anywhere in your document and behave exactly the same as any other field. To make it easier for your signers, you may want to add some […]
Yep, no problem! Just follow the steps below: 1. Click on the ‘Send Envelope’ button 2. ‘Select a Template’ and/or ‘Upload a document’ and click next step 3. Scroll down to the add parties section 4. Enter the first party’s email and name and any additional information 4. Click ‘Add a new party (+ icon)’ and fill in the second […]
Yup! You can now add passwords to your envelope to make sure your top secret stuff, stays top secret. To add an extra layer of security you can opt to add a unique password for each envelope you send out. You can set a custom password that will be sent out in the same email requesting the […]
