Get it signed,
without the printer

Step by step

This is the full send, from a blank screen to a sealed copy, with the names of the buttons you will press.

1. Start a new document. Press New document, then choose Upload your own PDF or Start from one of ours, fitted to you. An upload must be a PDF of 30 MB or less.
2. Let Sign find the signing lines. On an uploaded PDF, press Find the signature lines for me. Sign reads the text for phrases such as "Signature:" or "Signed by" and suggests a box at each one, with a date box beside a signature where there is room. Press Keep all to accept them and then move or delete any box, No thanks to place them all yourself, or Look again. A scanned page with no text layer has nothing to read, so you place those boxes yourself.
3. Add any boxes it missed. Press Add a box and choose a signature, initials, date, text or checkbox. Drag it where it belongs and say which person fills it in.
4. Say who is involved. Under Who signs, enter each person's full name and email address, and press Add another person for the next. For each one, pick what they do: Signs it, Says yes first (an approver, who approves or declines but signs nothing) or Gets a copy.
5. Choose the order. Under How it goes out, pick Everyone at once, One after another, or In groups, where group 1 finishes before group 2 starts.
6. Add the extras you need. Under More for this person you can add a private note, a code they must type to open it, or Ask them to attach something, such as a photo ID. For everyone, write A note to everyone, and set a Last day to sign if the offer runs out.
7. Send it. Press Save and send, check the summary, and press Send. Each person whose turn it is gets an email with their own link.
8. Watch it come back. The document list shows each one as Waiting, Part signed, Signed, Declined, Cancelled or Expired, and inside each document you can see who has opened it and who has signed.
9. Collect the result. When the last person signs, everyone involved is emailed the sealed copy. In the document, use Download signed copy and Download the certificate whenever you need them.

What do the statuses mean?

Each document has one status, and each person on it has their own.

A person's own status moves from waiting, to viewed, to signed or approved, or to declined. Someone left out by a routing rule is marked as skipped.

What does the person signing actually see?

They open the link from their email, read the document and press Go to signature. If there are other boxes, such as a date or their job title, the page walks them through each one with Fill in the rest and Continue.

To sign, they choose one of three ways:

• Draw, with a finger or a mouse. On a phone or tablet the pad opens ready to draw.
• Type their name and pick a handwriting style.
• Upload a photo of their signature on paper, which can be taken with the phone's camera.

Before Sign document works, they must tick a box saying they intend to sign and agree to be legally bound. It is never ticked for them. The time they ticked it and the exact words are recorded. If they do not agree, Decline to sign asks for a short reason, and that ends the document for everyone.

After signing, they can download their copy straight away, and later find their signed documents through a link sent to their email.

How do reminders, deadlines and corrections work?

Sign chases the person whose turn it is, so you do not have to.

• Automatic reminders go out 24 hours and 72 hours after sending. In a one-after-another document, only the person whose turn it is gets them.
• Four days after sending, if it is still not finished, you get one notice that it has stalled.
• Send reminder sends a fresh link straight away, to everyone waiting or to one person. It can be used once every 15 minutes.
• Last day to sign closes the document at the end of that date. It is checked every few minutes, the document becomes Expired, and an expiry notice goes out.
• Fix a mistake lets you correct a document that has already gone out without starting from scratch.
• Cancel this document stops it for good. Only an admin, manager or owner can do it, a reason is required, and the people signing are told. A signed document cannot be cancelled.

Can I send the same document to many people?

Yes, from a template. Bulk send makes one separate document per person, so each person signs their own copy and nobody sees anyone else's details. Paste in up to 250 names and email addresses at a time. It suits staff handbooks, policy updates, consent forms and standard terms. Use Save for next time on any document you have laid out, and it becomes a template you can bulk send or send again.

What evidence is kept, and how is it protected?

Every action on a document, from creating it to the final seal, is written to a history that can only be added to. Each entry carries a fingerprint of the one before it, so changing or removing an old entry breaks the chain and shows. You can download this history as a spreadsheet.

Signatures drawn or uploaded by signers are stored encrypted. The sealed copy is built from the details fixed when the document was sent, not from records that may have changed since, so sealing the same document twice gives an identical file. Access codes are stored only in a scrambled form, never as the code itself, and the link stops working after too many wrong attempts.

An admin, manager or owner can also download every signed document in the account, each with its certificate, as one zip file.

Inside EasyTaskr

If you use EasyTaskr for orders, an order's detail page has a Documents panel with Send for signature. Sign fills in the order's details for you, and the panel lists every document sent from that order with its current status, so the signed agreement is one click from the order it belongs to. For more on getting paid once the paperwork is signed, see our guide to getting invoices paid faster.