Upload and configure documents for signature requests. This process ensures documents are properly formatted, assigned, and secure before being sent to signers. Setting up documents correctly allows for smooth signing and accurate tracking of each signer’s actions.
Requirements
Supported document format: PDF, Word, Excel, PowerPoint
Permissions to create and send documents in QuicklySign (Check with your account admin Or contact us via the in-app chat)
Stable internet connection and a modern web browser (Chrome, Edge, FireFox)
Instructions
Upload a document
Click New Document, then select Upload new document
Locate to the file you want to upload and click Open (Start with only 1 document - you will be able to add more during setup)
Automatic document checks
QuicklySign runs three mandatory checks while your document loads:Virus scan – Documents are quarantined if a virus is detected
Password protection check – If your document is password-protected, enter the password to unlock it; signers will not need a password
Fillable/editable format check – Fields can be automatically detected; use the Blue Wand tool to place fields on fillable PDFs.
NB: Only applicable if the uploaded PDF file has fillable fields or Tag Syntax
Set up document details
Document Name – This is used in the signature request email subject line (e.g. "Joe Soap has requested that you sign DocumentName").
Signers – Enter details for each signer. Click +Signer to add more
Pre-signing: If you wish to sign before sending, you do not need to add yourself as a signer. [Assign fields to Me(now) for this]
Signing Order – Choose sequential (one after another) or concurrent (all at once)
Signing OTP – Choose one-factor (email only) or two-factor (email + mobile number for OTP)
CC Recipients – Add anyone who should receive a copy of the signed document but does not need to sign
Document Settings – Apply any custom options or preferences to streamline the signing experience.
Set up signature spaces and fields
In the document preview, click the field type in the toolbar and place it where needed. (Text, Initials, Signature etc)
Auto-initials – Use "Repeat across pages" to place initials in the corner of each page.
Mutually exclusive checkboxes – Restrict a signer to one selection
Field options allow you to:
Assign a signer (or assign to Me(now) for pre-filled fields)
Mark as required
Change field type
Add help text
Use Field Replication for repeating information across fields. Ideal for when a signer's Full Name or ID number is required across multiple ages/documents in the pack.
Sending Multiple Documents (optional)
Need to send more than one document to the same signer or group? Group related documents or templates into a Document Pack and send one signature request instead of multiple separate emails
Signers are guided through each document step by step and only complete the fields assigned to them.
Each document is finalised individually and includes its own audit trail for compliance and record-keeping
For full details, see the dedicated article on Document Packs
Request Signatures
Click Request Signatures to send the document
For in-person signing, select Sign in-person
Common errors before sending:
“There are signature fields that have not been assigned” – Ensure that each field is assigned correctly to a particular signer.
“There are self-assigned fields that haven't been completed” – Complete all required fields assigned to yourself
Expected Outcome
The document pack is uploaded, fully configured, and ready for signing. All fields are assigned, signers are correctly added, and the document is secure, ensuring a smooth signing experience for both the sender and recipients.
FAQs
Can I send multiple documents to a signer at once?
Yes. Use the tab above the document to upload additional files from your device or merge existing templates. You can then send all required documents together.
What if my document does not load within 3 – 5 minutes?
Open the document on your PC, print it to PDF to flatten the formatting, and then reupload it to QuicklySign.
Why is the “Request Signatures” button greyed out?
Check that each document in the pack has fully loaded. Any document still loading or password-protected must be resolved before the pack can be sent.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]