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 […]

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 ‘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 […]

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 […]

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 😉 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 […]

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. Go to your list of ‘Templates’ 2. Click ‘Update’ next to the […]

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 […]

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 […]

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. 🙌🏽 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 […]

How do I rename a Template?

Quickly typed in ‘hgskdhgjks’ as your template title 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’ link in the main menu and then 2. Click the ‘Update’ link to the right of the template you wish to update […]

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. 🙂   Just follow the instructions below: 1. Head to  ‘Templates’ 2. Click on ‘Update’ next to the template you want to copy/duplicate 3. Click the […]

Video Tutorial: Uploading & Customising a Template

Want to make your life just a little easier with templates you can send over and over? We’ll show you how to: Upload your document Add your fields & parties Add any merge fields (so you can personalise for each client)

Video Tutorial: Using merge fields

So you’re feeling pretty comfortable with Signable and want to take things to the next level? 😉 Watch the video below to check out: What Signable merge fields are How these fields work How to turn a text field into a merge field   Making the most of Signable: Using merge fields

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, […]