Video Tutorial: How to send a Document

New to the (wonderful! ūüėᬆ) world of electronic signatures and need a little guidance? Watch the video below to check out: How to upload your file How our additional ‘send options’ work How to add one or more parties to an envelope How the ‘signing order’ works   Getting started: How to send a Document

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 […]

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

1. When logged into your account, click ‚ÄėSend document now‚Äô 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: ‚ÄėPassword protect document‚Äô¬†This will require the parties to enter a password before they are […]

Can I send more than one document at a time?

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.¬†ūüĎć     1. Head to […]

Can I send an envelope to multiple parties?

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 […]

A signing party hasn’t received the document email?!

– 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 […]

Can parties sign the envelope in a certain order?

  They most certainly can ūü§ď 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 […]

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 […]

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 ūüėČ 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 […]

Can I copy a party in to an envelope, without having them sign anything?

  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 […]

Is there a way to automatically expire an envelope after a period of time?

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. Head to¬†‘Send Document now’¬† 2. Select an existing template¬†from the drop down and/or upload a new file […]

Can I send an automated reminder to a party?

Sure can ūüėä ‚Ästthis 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 ‚ÄėSend Document Now‚Äô 2. ¬†‚ÄėUpload a document‚Äô¬†or¬†‘Select a Template’ 3. Name your envelope and […]

Can I password protect envelopes when they get sent out?

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 […]

Can a party download a PDF copy of the document before signing?

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 […]

What are party roles?

  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 […]

What are Signable Tags?

More of a ‚Äėvisual‚Äô learner? Check out our video tutorial on adding tags¬†ūüĎȬ†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).¬†For example: {signature:signer1:Please+Sign+Here} A […]

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 ūüĎČ 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 […]

Adding ‘file upload’ fields to my document

You can add¬†‘File upload’ fields to any template or document by simply dragging this from the green toolbar onto your document. ūüôĆūüŹĹ 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 […]

Can I restrict parties to selecting only one checkbox?

  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. […]

Can I save a personal message?

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 […]

Can I generate a direct URL to the signing page?

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 […]

Can I preview my envelope before I send it?

‘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 […]

New feature: How to use ‘dropdown menu’ fields

When you have read or heard us say that our software is built around the feedback we receive, have you ever thought ‘yeah ok, that’s never going to happen’. Well, we have listened to your feedback and we have developed a shiny new feature that a lot of our customers have requested. Introducing, drum roll, […]