Skip to main content

Invite signers by email

  • Updated

Here are the steps to invite someone to sign your document by email: 

Add a new document and on the Who is signing? screen, choose Others Remotely.

who_is_signing.png

Choose Invite by Email:

sign_remotely.png

  • Add each signers by entering their email and name. You can also import an existing contact on JetSign for iPhone/iPad or Android.
  • Optional: You can set a signing order to control when each person is invited to sign the document.
  • Optional: If someone only needs to observe the signing, you can set their role to Observer. Observers will be notified by email when the document has been signed by all parties.

Once all signers have been added, select Continue to prepare and send your document for signing.

Highlight where to sign (optional) 

JetSign's Business plan includes the option to highlight where each person needs to sign with signing fields. Whether you add signing fields or not, you and your signers can still tap or click anywhere in the document to add text or a signature. You may be prompted to add signing fields as follows: 

EN_AddSigningFieldsPrompt.png

How to assign fields to signers 

  • Tap anywhere on the document to add a signing field. To indicate where each signer should sign, select their colored icon from the top menu and add their fields. 
  • You can also select a field to open its toolbar and change the assigned user with the profile icon.
  • Depending on the type of field, the toolbar includes options to change the size, make the field optional, set the date format, or remove the field.  
  • After adding any desired fields, select Next to finalize and send your document.

EN_SigningFieldsPlacement.png

Send for signing

The final step shows a summary of the document to be signed by email. You can edit the document name, email subject line or add a message with additional instructions. Select Send For Signing to invite your signer(s) by email. 

EN_SendForSigning.png

What happens next?

  • Your users will receive an email inviting them to review and sign the document. If a particular signing order is assigned, once each person signs, the next person will be invited to sign.
  • Signers will receive a copy of the document by email after they sign and will receive updates as the document is signed by others. 
  • Your signer(s) can sign from any modern web browser. There is no need for them to register, pay, or download the JetSign app. Everything is streamlined for a quick signing process.

Manage signing

As a document owner, you can track the progress and manage signing by selecting the document from the JetSign dashboard. 

EN_ManageSigning.png

  • You can select any signer to edit their details, change their email address, or send them a reminder email with a link to sign your document. 
  • As the document owner, you can sign by following the email link or using the View & Sign button. 
  • Once all signers have signed your document, the document will be automatically marked as Complete and will show up in the Complete section of your dashboard. Alternatively, you can use the Mark Complete option to finish the signing process. 

Related articles