Sending a document – Step-by-step guide
Sending your first document with Signable
Once you’ve started your free trial/signed up to Signable, you’ll receive a confirmation email. Click the link in the email to activate. Do that now!
Setting up your first envelope (this is what we call document(s) you send via our system)
Click the bottom Left button that says ‘new envelope’. This brings you to the document selection screen, you’ll have the choice of one of your templates or to upload a new document. Choose either option and click ‘next’.
This is the party adding page, add in the email and name of the people you want the document to go to.
If you just want someone to get a copy of the document, then slide the button on the top right to ‘copy only’.
If you want them to sign, make sure you choose them as a party in the drop down.
You can also password protect for each party if you like, by clicking ‘advanced options’. This will also give you a few other options like personal messages.
You can also add yourself as a party if you need to sign the document (if you don’t need to sign, don’t add yourself, you’ll get a copy anyway).
To add another party click the ‘+’ button to the right and repeat the process.
Complete and click ‘next’.
Name your envelope (there’s some suggestions under the box)
Click ‘Add fields’.
You’ll be taken to a preview of your document where you can now click and drag the fields you want your signers to complete onto your document.
Hover over the icons of the fields along the Right hand side and click once to select the field. Move your mouse over to where you want it to sit and click once again.
If you need another of the same field click once again where you need it.
Click the red button on the right to de-select the field so you can select another.
When happy, click ‘Send envelope’ (the purple button at the top)
Understanding the overview page
You’ll be take to an overview page once you send the document, it’ll tell you who’s signed and whose signature you’re waiting on.
At the bottom of the page you’ll see what’s called an ‘audit log’.
Audit logs show the full history of an envelope, all the changes, all the opens, all the signatures that have been added, from the point of creation.
This helps you ensure your documents are tamper-proof and unchanged, so that they’re always legally binding.
That’s it! For more advanced options to get the most out of your electronic signatures, then take a look at our video course here!