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

1. Send a Document
2. Launch Template (template creation needed in advance)
3. Bulk Send using a CSV file (template creation needed in advance)

"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 & Setup Document
2. View Document (Preview)
3. Send

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.

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.

Read More

Create a SignTime Template

Prepare Document for Requesting an E-Signature

Share templates within team members