Signable Terminology: “Template”, “Document” & “Envelope”

If you’re an avid user of our Signable app, you would’ve noticed that we throw the word “envelope” around a lot in our app, the same as “template” and “document”. But what exactly do we mean by this? Here’s a quick guide to help clear things up: Envelope Probably the most-common word you’ve seen around […]

Why does my PDF document not process in Signable?

As you may know, our Signable app accepts Word, Excel and PDF documents. There are thousands of different types of PDFs that exist, so our system will always convert all PDFs into our own format that resembles a ‘standard‘ type. However, our system does not support editable PDFs, also known as form-field PDFs. This is […]

How to copy a Template

Sometimes you’ll need to make a few copies of your templates, when you’ve got that perfect template with all the parties needed and need to add more parties or remove some, so we’ve got you covered there! Head to Templates on the left-side column. Click onto the template you’d like to duplicate and then you’ll […]

What is ‘Snap Mode’?

It can sometimes be a right pain trying to get your fields to perfectly line up with one another. With our new Snap Mode feature, things just got a whole lot easier! Once you have ‘Snap Mode’ enabled, you can easily move fields in any direction, with one flash-step at a time, making it easier […]

What are Fields?

You’ve probably seen the term ‘fields’ scattered around our platform, but what does it mean? What are fields? Why are they important? ‘Fields’ are a term we use to describe all of the boxes that you add onto your document(s), that a party needs to add information into. Our fields include: Text box Signature Date […]

Can I change my Template’s document, without losing the fields?

You most certainly can! A lot of the times you’ll have a document that needs updating with new terms and it can be a right pain to have to add all those fields again, so Signable has a feature that will help you out here: Head to ‘Templates’ on the left. Click onto the template […]

How to use 'dropdown menu' fields

As well as providing checkboxes for your signers to select their answers, we also have dropdown menu fields for you to make the most of, too! Dropdowns can be added to both Templates and envelopes.Once you’ve placed the dropdown field onto your document, click into it. Your field editor should then pop up. Click on […]

Video Tutorial: Using Prefill Type

So you’re feeling pretty comfortable with Signable and want to take things to the next level? Sophie takes you through all things prefill type: What is ‘prefill type’? How does itwork, and what is it used for? How do you set them up? Signable for Dummies: Using Prefill Type

How do I rename a Template?

Accidentally typed in the wrong name for your template or the template’s title is a file name you didn’t want? No need to start again! You can rename your Template and here’s how: If you’re not already on there, click into ‘Templates’ and then select the template you want changed and hit ‘Edit’. At the […]

Can I request more detail than just a party’s signature?

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 […]

Can I get a document signed on my website?

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 either send them a link (for example: or embed the signing page directly on your website. Using Widgets to sign directly on […]

How do I add a new party to a template?

You may need to add one or (many) more signing parties to an existing template. This is possible and, once set up, can be used to save oodles of time when sending out envelopes. To do this, just follow the steps below: 1. From Dashboard to your list of ‘Templates’ 2. Choose the Template you wish […]

Which file formats do you accept when I upload new documents or templates?

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 […]

Is it possible for me to copy an existing template?

Yes, you can copy an existing template (useful when creating multiple copies of the same template with only small changes) and we’ve made sure it’s an easy process. The video below shows how simple it really is. Just follow the instructions below: 1. Head to  ‘Templates’ 2. Click on the title of the envelope 3. […]

When adding signing fields, how do I customise them?

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 […]

How do I send out a template that I have already setup?

1. When logged into your account, click ‘New Envelope’. 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 each […]

How do I enter details on my document before I send it?

If you’re a visual learner – check out our video tutorial on using pre-fillable 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 ‘Prefill Type’ allows […]

Adding 'file upload' fields to my document

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 text to […]