Introduction

When your signature is needed on a document, the platform will email you a link to review and sign the document(s) involved in that step of the workflow. There, you will have the opportunity to view and digitally sign the document. Alternatively, you can log in to your account and select the document from your list of notifications in the upper right-hand corner of the workspace.

Setting Up Your Signature Block

To set up your signature on the platform, log in and click on your name in the upper right-hand corner of your screen and click on Manage Profile.

In the My Account page, there will be an Update Signature button in the Profile Picture & Signature section. Clicking this will allow you to update your signature. A title and byline may also appear if the signature is being provided on behalf of an entity.

You can use your mouse to draw your signature, upload an image file of your signature, or type in your signature. Once you have set your signature as desired, you should be aware that your signature will only be applied after you click on a Sign button. If there are multiple documents being signed at a once by a single person on one page in a workflow, the platform will also ask you to Submit Signatures as an extra step of precaution.

If you would like to learn more about e-signatures and how to choose yours, we recommend that you check out our blog post here.