The ability to collect signatures digitally is a game-changer for businesses and individuals alike. Whether you’re closing a deal, finalizing a contract, or simply streamlining paperwork, the mobile app makes it easy to create, share, and collect signatures on documents—all from the palm of your hand. Here’s how you can do it.
Start by logging into the mobile app. Once logged in, head over to the Documents and Contracts section. You can find this in the left-hand navigation drawer. This section is your central hub for managing all your documents, whether they’re drafts, in progress, or completed.
Create a New Document Using a Template
Next, create a new document by selecting one of your pre-saved templates. Make sure the template includes signature fields for all parties involved. If you haven’t set up a template yet, you can easily create one and add signature fields and other details to the blank document.
📌NOTE: Use templates for frequently used documents like contracts, agreements, or consent forms to save time and maintain consistency.
Share the Document
Copy this link, as you’ll need it to send the document to recipients for signing.
After sharing the document, exit the editor and head back to the All Documents tab. Here, you’ll see a list of all your documents, including the one you just created.
📌NOTE: If your document hasn’t moved to the Sent state, simply refresh the page. Once refreshed, the document should appear with a Sent tag, indicating that it’s ready for the next steps.
View the Document as a Recipient
To record a signature, tap on the three-dots icon on the right side of the document tile. From the dropdown menu, select the “View as” option.
Choose one of the recipients whose signature you’d like to record. This allows you to simulate the recipient’s experience and ensure everything is set up correctly.
Hand Over Your Device to the Recipient
With the signature field open, hand your device over to the recipient.
They can now enter their signature directly on the screen and fill out any other necessary details, such as their name, date, or additional information required by the document.
📌NOTE: Ensure the recipient understands how to use the signature tool. Most apps allow them to draw their signature with their finger or stylus for a natural feel.
Once they sign they will be directed to the invoice for payments.
Repeat for All Signers
If your document requires multiple signatures, repeat the above steps for each recipient. Simply select the next recipient from the “View as” menu and hand your device over to them. This process ensures that all parties can sign the document quickly and efficiently.
Once all signatures have been collected, your document is officially signed and ready for use. You can now download, share, or store it as needed.
Why This Process Works
This approach simplifies the signature collection process, making it ideal for on-the-go professionals. By using the mobile app, you can:
- Save Time: No need to print, scan, or mail documents.
- Increase Efficiency: Collect signatures in real-time, even when meeting clients or partners in person.
- Ensure Accuracy: Templates and digital fields reduce the risk of errors or missing information.
Collecting signatures digitally doesn’t have to be complicated. With the mobile app, you can create, share, and finalize documents in just a few simple steps. Whether you’re closing a deal, onboarding a new client, or handling routine paperwork, this process ensures a smooth and professional experience for everyone involved.