The Signing Experience

Your signer does not need to be a HelloSign user, and can use any browser (Safari, Firefox, Chrome, Internet Explorer Version 9 and higher) to sign a signature request you’ve sent them.

First, your signer will get an email notification letting them know that someone has requested their signature. In the body of the email, they’ll click the “Review & sign” button.

Then the document will pop up in our signer page, where the signer will click on the blue “Get started” button in the upper right-hand corner of the page. Should they wish to download an original copy of the document, they can do so by clicking the “download” link.

Next, they’ll be guided through the document with some helpful features and tools built into our signer page.

At the top left of this page, your signer will be able to see how many required fields they have left in the document with a counter that updates as soon as they complete each required field. To the right, the “Next” button will guide them through every field in the document, including the optional ones.

The signer will also see that each required field in their document will have a red asterisk to signify that these fields need to be filled out before they are able to submit the document.

If they have gone through the entire document and skipped required fields, an alert in a red banner will pop up. The blue button changes to “Next req*” and will take them to each of the required fields they have missed. The field will also have a red box around it.

When the signer needs to insert their signature, our signature creator will pop up and give them four different ways to create their signature. They can draw it, type it in, upload a photo, or use their smartphone camera to send themselves one.

If signing on a mobile device: please note that the signature creation experience is slightly different on mobile devices.

Once the signer clicks on the signature field on their mobile device, the signature creator appears as its own page. If they are holding their phone in portrait orientation, they will see a note telling them that they can rotate their phone to landscape orientation for more room to sign.

They also only have two options to create their signature in the mobile signing experience: drawing it with their finger, or typing it in.

When the signer has completed all the required fields, the banner at the top of the page will turn green and instruct them to click “Continue” in the top right-hand corner of the page. 

Then, they will be taken to the final step where they are given the chance to review the document and see the HelloSign Terms of Service. If they are all set, they can simply click the “I agree” button to the right of the document. They will receive a copy of the final document in their email as a PDF. If you have turned off this option in your settings, they will receive an email with a link that gives them access to the completed PDF.

**Please note that signers can always click on the “Edit” link if they need to go back and edit any of the fields in the document.**

Here’s what the confirmation page looks like:

That’s all there is to it! If you have any additional questions, please don’t hesitate to contact our support team here.