New to QuicklySign? A document can be uploaded, prepared with fields, and sent for signature in just a few simple steps. This allows you to securely collect information & signatures from multiple signers while controlling the signing order and authentication method. Using this setup ensures a smooth signing experience for both you and your recipients.
Requirements
Document must be in PDF or Microsoft Office format (Word, Excel, PowerPoint)
We recommend keep your file size below 25mb
Permissions to create and send documents in QuicklySign (If you are unsure, please check with your account manager/administrator or use the in-app support chat)
Stable internet connection and supported browser (Chrome, FireFox, Safari, Edge)
1. Upload your document
Click New Document (Top Right)
Select Upload new document
Choose your file (PDF, Word, XLS, PPT) and click Open
Once uploaded, you’ll move to the setup screen. The document may show as converting before it is ready to set up.
2. Name your document
Give your document a clear name.
The document name will form part of the email subject when the signature request is sent.
3. Add your signers
Enter the details of each person who needs to sign.
Click + Signer to add more people
Only add yourself if you need to sign after sending; you are able to Pre-sign before sending to anyone
Add the signer’s name and email address and mobile number.
Add a mobile number if the signer will need to receive a One-Time PIN (OTP)
4. Choose signing order
Decide how the document should be signed:
Sequentially → one after another
Concurrently → all at the same time
5. Set signing security (OTP - One Time Pin)
Choose how signers will access the document:
Email only (basic)
Email + mobile OTP (more secure - recommended)
Select Require one-time pin before signing/viewing if the signer must verify themselves with an OTP before viewing or signing the document.
When OTP is enabled, the signer must have a valid mobile number. Please do not use a landline number, and confirm the correct dialing code is selected from the dropdown.
6. Add CC recipients (optional)
Add anyone who should receive a copy of the completed document and/or needs to track its progress in real-time.
CC recipients do not sign the document. When Tracking is enabled, they can also view progress and receive status notifications
7. Use the toolbar to place fields where signatures or information are needed.
Click a field type, then click on the document to place it
Assign each field to a signer
Mark fields as required if needed
Required fields must be completed before the signer can finish signing. Optional fields can be left incomplete.
Signers can only complete or edit fields assigned to them. Completed information may appear on the document for later signers, but they cannot change fields assigned to someone else.
Tip:
Assign fields to Me (Now) if you want to pre-fill information, add your signature, or add your initials before sending the document.
Do not assign fields to Me (Now) if those fields need to be completed by a signer later.
8. Add Multiple Documents (Optional)
Need to send more than one document?
Click “Add New Document” to upload additional files from your computer or merge existing templates.
Review and configure each document individually, ensuring all required fields are correctly placed and assigned.
9. Send the document
Click Request Signatures when you’re done.
Use Sign in-person if signing face-to-face
Expected Outcome
Document status changes from Setup to Awaiting Signatures once successfully sent.
Signers receive one email invitation, regardless of how many documents are included, and can complete all documents in a single signing session.
Signature requests follow the selected signing order and authentication method.
Signers can only complete or edit fields assigned to them.
Pre-filled or pre-signed fields assigned to Me (Now) cannot be changed by signers.
Once all required signers have signed, each completed document is available separately, with its own audit trail for your records.
FAQs
What file types can I upload?
A: QuicklySign supports PDF, Word, Excel, and PowerPoint documents.
Can I pre-sign my document before sending?
A: Yes. Assign fields to Me (Now) for pre-filling and signing.
What if a signer doesn’t receive the OTP?
A: Confirm their mobile number is correct. Retry sending the OTP or contact support if the issue persists.
Can I correct a signer’s details after sending?
A: Yes. Signer details can be updated after sending.
For more detailed steps, please refer to our guide on fixing or updating incorrect signer details.
Can I send multiple documents in one signing request?
A: Yes. Click “Add New Document” to upload additional files or merge existing templates. Signers receive one email to complete all documents in a single session. Each completed document is returned separately with its own audit trail.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]