Obtaining an electronic signature is an easy and fast way to obtain legal signatures online. With just a few clicks, your document will be sent out to necessary recipients. This article will introduce the basic steps on how to request an electronic signature using a SignTime template.
Request an Electronic Signature
There are three ways to request an electronic signature using SignTime
Launch Template (template creation needed in advance)
Bulk Send using a CSV file (template creation needed in advance)
→How to bulk send documents using a CSV file
"Launch Template" is an easy way to request electronic signatures when you have a specific document that is commonly used. Before a template can be launched, a template with field components already set must be created in advance.
Read more about Create a SignTime Template
Launch Template
By launching a template created in advance, an e-signature can be requested easily and quickly.
1. Select Template & Add Information
"Templates" located in the top navigation menu will bring you to the templates page, where all created templates can be found.
Select Template
Templates that are ready to be launched will show a "Launch Template" button, which will start the template launch process. The "Launch Template" button can also be found in the template details page, as well as in the template preview page.
*A template must have field components setup in advance to launch.
*If you have documents you want to attach to the template, you can add them by clicking "Add Attachment" as shown below.
(You can also add multiple files and rearrange them.)
Template Description
Add basic information about your template.
Subject/Message: Used in the signature request emails
Default subject value set to value saved in template
Tag List: Can be used to keep documents organized and easy to search
Default value set to subject value saved in template
Multiple tags can be added by separating tags with a comma (,)
Can be added/edited/deleted in the document details page after sending
Will not be shown to recipients
ex) customer ID, template ID, etc
Merge Fields
If the selected template contains merge fields (field component), enter values here. The name will be used to map the merge fields, and will automatically fill values into the document.
*Merge fields are optional and can be left blank
People Involved
Add information about people involved (recipients of the document).
Role : Roles setup when template was created
Send SMS-notifications(available for paid plan users only) : When enabled, recipients receive the document via SMS
Either email or phone number is required when "Send SMS-notifications" is enabled
Will be send via email and SMS when both are entered
Upgrade or purchase an option package to unlock the "Send SMS-notifications" feature
$10.00 (plus tax) for a package of 50 SMS messages
Additional package auto-purchased when remaining SMS count hits below 0
No expiry date - automatically carried over to the following month
Settings
Add PDF Advanced E-Signature (PAdES) (available for paid plan users only) : When enabled, a PDF Advanced E-Signature (digital certificate and timestamp) is added to document
Upgrade or purchase an option package to unlock the "Add PDF Advanced E-Signature (PAdES)" feature
$10.00 (plus tax) for a package of 10 PDF Advanced E-Signatures
Additional package auto-purchased when remaining PAdES count hits below 0
No expiry date - automatically carried over to the following month
Access Code: Recipients asked to enter code when viewing document
Codes must be informed to recipients separately (not informed by SignTime)
Expiration Date: Document can be signed until this date (default - 1 month)
Can be changed after sending document in the documents detail page
*Read the Terms of Service
2. View Document (Preview)
Review and edit any merge field values before sending out for signatures.
3. Send
Signature request emails / SMS-notifications are sent out to each recipient. When all signatures are complete, you will receive a link that can be used to view the document at all times, as well as a completed PDF file if necessary. Status of each document can be checked in the "My Documents" list.