1. When logged into your account, click ‘Send document now’ 2. Click ‘Select a template’ and choose one of your saved templates 3. Click ‘Click here to set reminder, expiry and password protect options’ to apply any additional send options, these include: ‘Password protect document’ This will require the parties to enter a password before they are […]
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 […]
Yep, no problem! Just follow the steps below: 1. Go to the ‘Send document now’ page 2. ‘Select a Template’ and/or ‘Upload a document’ 3. Apply any additional send options and click ‘Next step (Add parties)’ 4. Enter the first party’s email, name and optional message, select the party role (and, if applicable, the Template role) from the drop-down menu 4. Click […]
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 […]
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 on the right), giving you some options to configure the […]
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 ‘Send […]
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. A randomly generated password is sent along in the same email requesting the party to sign the […]
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 […]
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 […]
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 […]
You can add ‘File upload’ fields to any template or document by simply dragging this from the green 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 […]
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. […]
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, type out your personal message […]
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 […]
Sending documents to be signed electronically has never been easier with our system and this guide will take you through every step of the way! Setting up your first envelope An “envelope” is what we call document(s) you send via our system. Click the top-right button, ‘Send Envelope’ to get started. This will bring you […]
Sometimes your signers will have old email addresses or want you to send it to their work email, so we’ve got a nifty tool to edit the party’s email once your document has already been sent out. Head to your Dashboard and click into the document’s title, to be taken to the Envelope Status page. […]
Even though Signable has been designed to be as easy as possible for signers to use, sometimes they do need a gentle poke (or a reminder!). The best part? You can send them in multiple ways! From the Dashboard or Library, click into the envelope’s title, to be taken into the Envelope Status page. Look to the […]
Although everything you send via Signable is secure, we do have the option to add a password for your envelopes you send to your signers, but what does it look like, you might ask? As you can see from the above, the password will appear just underneath the envelope link. Once the signer clicks into […]
As you may know, Signable allows you to add an extra security measure for your envelopes, by making them password-protected.This makes sure that your signers add your provided password from their email, in order to unlock the envelope to view the documents, as seen here However, if you are on a subscription plan, you will […]
You sure can! You can send an envelope to multiple parties, which can be really great for tenancy agreements, etc. How to add more parties: Head to Dashboard and go through your usual process of sending an envelope, with ‘Send Envelope’ and either select your template or upload your file. You should now be on […]
