Signer Notes allow users and signers to add comments directly on documents during setup or signing. This feature enables clear communication, contextual feedback, and collaboration without modifying the actual document content.
Requirements
Signer Notes must be enabled during document setup.
If unavailable, contact the Solutions team via the in-app chat or [email protected]
Instructions
Enabling Signer Notes
During document setup, toggle the Enable Signer Notes option.
Confirm settings before sending. Signers cannot add notes if the feature is not enabled.
Visual - Enabling note permissions for signers & placing own notes during setup
Adding Notes
During Setup: Users can place notes anywhere on the document before sending.
Visual - Placing a note during setup
During Signing: Signers can add contextual notes if the feature is enabled.
Visual - Signers can place notes during the signing process
Public vs Private Notes
Public Notes: Visible on the final document for all parties.
Visual - Notes available to public on Final PDF
Private Notes: Visible only to the sender within their QuicklySign account.
Visual - Private Notes NOT available to public on Final PDF
Viewing Notes on the Final Document
Public notes appear at the end of the document, just before the audit trail.
Private notes remain visible only to the sender within their QuicklySign account.
Important Considerations
Notes do not trigger real-time notifications.
If immediate feedback is required, signers can either:
Decline the document and provide feedback, or
Contact the sender directly.
Signers in a workflow can see public notes left by previous signers.
Expected Outcome
Signer Notes provide a way for senders and signers to add contextual comments directly on the document. Notes improve clarity but do not trigger in-app notifications in real time. They allow collaboration and feedback to be captured within the document without interrupting the signing workflow.
FAQs
Can notes be added after the document is sent?
No. Notes must be enabled during setup; otherwise, signers cannot add them.
Do public notes appear in the PDF copy?
Yes. Public notes are included at the end of the final PDF.
Are private notes visible to other signers?
No. Private notes are only visible to the sender.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]