If you want to sign a document, and you want other people to sign it as well, you'll want to start by clicking Sign or send from your dashboard.
After you've uploaded the document that you want signed, you'll need to add additional signing roles to the document so that you can list each signers' name and email address, as well as your own. You can add additional signers to the document by clicking the "Add Signer" field below the name and email address fields. You can have up to 20 signers on one document.
Note: If you’re on a Dropbox Sign free plan, you can have up to 3 signers per document.
Be sure to double-check the email addresses of each signer. If there are any typos in the email addresses, you'll have to edit and resend the document to each signer to be signed again.
After adding all your signers, you can edit and add fields to your document. To do so:
- Choose the type of field you want to create from the toolbar at the top of the editor.
- Note: Fields displayed here include:
- Auto-fill: Lets you add Email addresses, Names, Date signed, and Title fields with pre-filled information from your signers.
- Signature: Lets you add a Signature or Initials field to your document.
- Standard: Lets you add Textbox and Checkbox fields to your document. Additional fields such as Radio Buttons, Clickable links, and Dropdown fields can be selected here when you sign up for the Premium plan.
- Note: Fields displayed here include:
- Click the location on the document where you want to add the signature, drag the field to adjust its placement.
- Click the dropdown menu under Assigned to in the right sidebar to select who will sign the document.
- Click Next in the lower-right corner.
- Add a title in the Title field and an optional message in the Message field for signers to view.
- Click Send for Signature to send it off.
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