The Signing Experience
This page describes what the person doing the signing actually sees and does, so you know what to expect and can explain it to a signer if they have questions.
Signing remotely
When a signer clicks the link in their email, they do not need to create an account. They are taken through three short steps:
- Reviewing and agreeing to sign electronically. They are shown a standard disclosure explaining what it means to sign electronically under the law (the U.S. ESIGN Act and UETA), and must read through it and check a box agreeing before continuing. If they would rather not sign electronically, they can decline right here.
- Creating their signature. They either draw their signature with a mouse or their finger, or type their name and choose a handwriting style for it. If any spot on the document needs their initials as well, they set those up the same way.
- Signing the document. The document itself is shown to them, and they must scroll all the way through it before the Sign button becomes available. This ensures they have actually seen the whole document. Then they go through each of their signature spots one at a time, applying their signature or initials, and finally submit.
Once they submit, that signer's part is done. They see a simple confirmation page and are told they will receive a copy of the finished document once everyone required has signed.
A signer can choose to decline at any point instead of signing. They will be asked to confirm before that choice is final.
How a signature is captured
A signature can be created in one of two ways: drawn by hand using a mouse, trackpad, or finger, or typed and then displayed in a handwriting style font. Either way, it is saved as part of the finished document exactly where it was placed.