How do I sign a document before sending it off to others to complete and sign?

To pre-sign a document before sending it off for signature:

  1. Add a signature field on the document
  2. Assign the field to 'Me(Now)'
  3. Click on the field to sign
    1. If you do not have a signature preconfigured; you will be asked to either type, upload, or draw your signature.


You are also able to apply this to any other fields (Text, initials, date) in the event you wish to prepopulate information on your documents being prepared. 

Still need help? Contact Us Contact Us