1
Open the email invitation
Look for an email notifying you of a signature request. It displays the sender's name and a button to start the process.
How to Complete a Signature Request (Signer Guide)
This guide is for signers. If someone has asked you to sign a document through Pactly e-Sign, it walks you through completing the signature request.
If you also have a Pactly account with the company that sent the request, you don’t need the email at all: open the contract’s Timeline tab and click Sign contract on the Out for Signing entry to jump straight to the signing view. The steps from there are the same as below.
Video Walkthrough
Section titled “Video Walkthrough”Step-by-Step Instructions
Section titled “Step-by-Step Instructions”Step 1 of 8
2
Begin signing
Click View to open the document.
3
Navigate to the signature fields
When the document opens, scroll to the signature area or click Start to jump directly to where you need to sign.
4
Choose how to provide your signature
When prompted, choose how you want to provide your signature: type, draw, or upload an image.
5
Enter your signature
Provide your signature using your chosen method.
6
Save your signature
When satisfied with your signature, click Save.
7
Agree and finish
Confirm your signature by clicking Agree and Finish. Important: make sure you complete this step. If you close the window early or skip this, your signature will not be registered and you'll continue to receive reminders.
8
Wait for confirmation
After submitting, wait for the confirmation screen. Delays might happen due to network issues, but don't close the window until you see a confirmation message. When you see "Thanks for filling out your document," you're done and your signature is officially registered.
Step 1 of 8
Related
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