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. 

Authentication

If authentication is enabled, the signer is required to answer a question OR enter an access code. The sections below outline the steps for each authentication method. 

Access Code

1. Click Send Code.
   
   • A message states whether the code was sent to your email or mobile device. 
2. Enter the code.
3. Click Confirm.

Question/Answer 

1. Type the answer to the question into the answer field. 
2. Click Confirm to proceed to the signing step. 

Sign Documents

All pages that require a signature are listed in the left panel. 

1. Click on the Start arrow to be led to your first signature line.
2. Click the green Signature block to open the Add Signature window.
3. Type or draw your signature.
4. Click Apply.
5. Click the Next flag to be guided to any additional fields.
6. Follow the Tool Tip to fill the field, or click a Signature block to apply your chosen signature. 
7. Click Done once all signature fields have been filled. 

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

Delegate to someone else

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

1. Click Delegate. 
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 Delegate to finalize. 

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 to download the unsigned document(s). 

After Signing 

Once all signers have completed this process, a confirmation email with an access link to retrieve the signed documents is delivered to them. 

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.