Sending Document for Signature

Table of Contents

This video shows how to send a document for signature using Signing Cloud. The scenario here is sending an internal document to your colleague.

For external document, please refer to this link.

A) Creating Document

  1. After logging in to your Signing Cloud account, click on “create document” button on your dashboard. A pop-up will show up when you click it, showing you how many documents you have left for this month. Click “ok”.
  1. You will be redirected to another page to prepare your document. To upload your document, click on “Upload Document” button. You can also use a template that you saved.

You can also use a template that you saved.

Types of document you can upload:

  1. To add watermark, select “open” from the drop down and adjust the watermark setting to your needs. If you have yet to upload a watermark, you can do so by clicking the “set up” button. The size limit of the watermark is 1MB, 500px X 500px.
  1. To add recipients, simply click “add from contacts”. If the recipient is not under your contact list, you can just click “add recipients” and type the recipient’s information in the newly added field. If you would like to sign the document, just tick the checkbox “I want to sign” and your information will be automatically added.

You can also decide on the signing sequence  by ticking the checkbox “Set the signature sequence”. When the checkbox is ticked, the signing sequence will follow the arrangement in the list. For free account, the number of recipient is limited to 2 recipients. Different subscription package have different number of recipient limit.

There are 2 roles available for your recipients: as a signer, or as a recipient who is just receiving a copy of the document. This setting is available in the dropdown beside the email field.

Notice that there are three icons on the most right for each recipients:

To add private message specifically only to the selected recipients.

To add an authentication method for each recipients to verify themselves before signing the document. There are 3 authentication method available:


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    • SMS verification: one-time-password (OTP) will be sent to the recipient’s phone number.
    • OTP Verification: one-time-password is available in the Signing Cloud mobile application. To find it, go to “setting” and the OTP will be under “security” section, signer will need to enable the authentication to get the OTP. The OTP number will refresh every 1 minute.

  • Push Verification: A notification is sent to the signer’s Signing Cloud mobile app. The signer is asked to verify himself with his fingerprint.
     

To remove the recipient from the list.

  1. As Signing Cloud always sends email notification to the recipients, you can also add your message to all the recipient in the “Email information” section.
  1. You can also set the document validity period as well as when to send a reminder to the signer before the document expires under “Document Expiry”. The document expiration is required to be set to ensure the validity of the document. If the signers do not provide their signature within the period of time, the signing cycle will need to be restarted.
  1. Once all the information filled in this page are done and correct, you may proceed by scrolling back up and click “next”. If you would like to save it for later, click on “other operation” instead and choose “save and close’.

B) Setting up the fields

  1. You will be redirected to another page to set up signature fields and other necessary attributes. To place the fields for each recipients, first, you will need to select the recipient.
  1. Then, you may select the required attributes you want and place them in the document. The attributes available are:
    • Sign: to place a field for signature.
    • Seal: to place seal that was uploaded by signatories, for example, a company seal. The size limit for a seal is 2MB.
    • Paging Seal: to place a seal of signatory’s choice on the sides of the document.
    • Signature Date: automatically places the date when signatory applies the signature.
    • Company Name: a text field for signatory to type.

    • Paging seal: to place a seal of signatory’s choice on the sides of the document.
  1. Once you are done, just click “send” on the upper right corner and you are done!
That is how you send your documents for signature. If you have more questions for us, please drop us a message here or send us an email at [email protected]. Happy signing!

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