This video is currently outdated as there are now two modes (email and link) and also fixed signing location feature. The interface in the video will look slightly different but still relevant.
Step 2: Click on Start New
This will create a new signing workflow.
Step 3: Enter document name and upload PDF document
The document name is important for you to identify which workflow you are referring to.
Upload only PDF documents. If you have other file types like word and excel, please convert them to PDF before uploading.
You will also be given a choice between sending to emails to recipients inputted by yourself or to share later via a link.
If you experience errors uploading the PDF, the PDF might have been generated using an older version. To fix this, regenerate this PDF file and try again e.g. using a newer version of Microsoft Word or open it in a web browser like Edge/Chrome.
Step 4: Add recipients
If "Email to recipient" mode was chosen, you will be asked to specify which recipients to send to.
All the recipients have to digitally sign the document in order for the workflow to be completed. Signify also ensures that only one person can sign at a time.
Next, you will be asked to indicate where recipients should be signing on your document.
Click on where you would like the signatures to be and boxes will appear. Do note that signature boxes cannot overlap each other and you may also delete the boxes. Signature boxes are 72px by 208px.
Minimally, each recipient you have indicated on the previous page needs to be assigned to a signature box, otherwise you will not be allowed to proceed.
Please note that typically 1 signature is sufficient as Signify signatures applies to the entire document. If you have a workflow today that requires capturing a signature on every single page, do consider making changes as it is no longer necessary.
Step 5: Edit custom message sent to signers
If "Email to recipient" mode was chosen, you will be allow to send a message (instructions, notes) to each recipient.
Step 6: Await signatures from signers
Workflows that say "need to sign" and in yellow means that a signature is still required. You may click "View" for more details.
Here, you can see that the status, recipients and document. You would also notice that the document will be purged after 30 days.
Step 7: Receive email once all parties have completed signing
