Signer Experience

This article outlines the full signer experience. The signer can access the document, review, sign, decline or delegate signing, and download documents.

Initial Email

The signer receives an email with a link to the document to be signed.

  1. Click Sign Documents to get started. 

Initial email.png

Authentication

If authentication is turned on, the signer will need to answer a question OR enter an access code. The options below will provide the steps for each authentication method. 

Access Code

  1. Click the Request Access Code.
  2. Enter the code.
  3. Click Continue.

Request access code.png

Question/Answer 

  1. Enter the answer to the question into the answer field. 
  2. Click Continue to proceed to the signing step. 

Answer question.png

Sign Documents

A list of all pages that require signature is listed in the left panel. 

  1. Click on the Start arrow to be led to your first signature line.
    • Sign Step 1.png
  2. Click on the green signature block to open the Add Signature window.
    • Continue to click Next until all signature fields are signed.
  3. Type out or draw your signature.
  4. Click Apply.
  5. Click Finish once all signature fields have been filled.
    • Sign step 2-5.png 

If the signer does not want to sign, they can either Decline to sign OR Delegate to someone else.

Decline to Sign

  1. Click Decline to sign
  2. Enter a reason for declining. 
  3. Click Continue to submit the declination. 

Decline to sign.png

Delegate to someone else

If this option is selected, the new signer receives an email notification to sign. 

  1. Click Delegate to someone else
  2. Enter the email address of the new signer. 
  3. Enter the name of the new signer. 
  4. Enter a reason for changing signing responsibility. 
  5. Click Send to finalize the delegation. 

Delegate to someone else.png

 

Download Documents 
The documents can be downloaded during the signing process, or once the signer has completed all steps. 

During Signing

  1. Click the Download icon in the top right-hand corner of the Signatures dashboard. 
    • This will download the document (s) to the workstation.

Download.png

After Signing 

Once all documents have been signed, SafeSend will send a confirmation email with an access link to retrieve the signed documents.  

  1. Click Access Documents
  2. Complete Authentication (if applicable). 
  3. Click the Document Name to download only that document OR
  4. Click Download All to download all documents into a .ZIP file. 

Download step 1.pngDownload step 3-4.png

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