How to use 'dropdown menu' fields

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 […]

Video Tutorial: Using merge fields

So you’re feeling pretty comfortable with Signable and want to take things to the next level? Sophie takes you through all things merge fields: What is a ‘merge field? How they work, and what they’re for How to make one Signable for Dummies: Using merge fields  

How do I rename a Template?

Accidentally typed in the wrong name for your template and now realise that it doesn’t look very professional when sending to a party? No need to start over! Just follow the steps below: 1. Click the ‘Templates’ tab from the dashboard 2. Select the Template you wish to alter the name of 3. Locate the ‘Edit icon’ at […]

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?

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 […]

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 […]

How do I add a template to my account?

  There are two ways you can send envelopes out to a party; either by uploading a new file every time you want to send an envelope out or by sending a re-usable template. Templates are ideal for documents that have very few (or no) variables when sending to different recipients. Common examples include non-disclosure […]

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 dragging on 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 ‘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 […]

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 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 […]

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 […]