Send a document for signature with Signify

With Signify, you can collect signatures on any document in just a few steps.

1. Creating document

• Log into your account
• Click on the “New Document” button located in the upper-right corner of the portal

• Select and upload document you want to send

2. Add a Recipient

• Enter the recipient’s name and surname
• Chose the sending method: email address, mobile number or via link. Provide the recipient's mobile number or email address accordingly
• Select the recipient's role*
• If there are multiple recipient, add the next recipient with the appropriate sending method and role*

3. Recipient Roles

For each recipient, you can assign one of the following six roles: Signer, Approver, Receives Copy, Witness, Forwarder, Automatic Signature. 

See detailed information about the roles.

4. Sharing Options

For each recipient, you can define the document's delivery channel:

• Email: A link to the document is sent via email to the recipient for opening and taking action
• SMS Link: A link to the document is sent via SMS to the recipient for opening and taking action
• Link: A link is generated when the document is prepared, which you can share directly with recipients through any preferred channel (e.g., WhatsApp, Messenger, etc.).

5. Signing order

If the document has multiple recipients:

• By default, the document is sent to all recipients simultaneously
• Select "Signing order" if you want to define the order in which recipients receive the document. In this case, the document will be sent to the next recipient only after the previous recipient completes their action.

6. Recipient Permissions

Define recipient rights for interacting with the document - control downloads, forwarding, comments, and more. 

Learn more about recipient permissions.

7. Authentication 

For extra security, you can enable authentication for opening or signing a document. Recipients can be required to use the following authentication methods:

• SMS Code: A one-time four-digit code is sent to the recipient's mobile number. The recipient must enter this code to perform any actions on the document
• Video Identification: The recipient must complete verification by recording a video selfie and scanning a government-issued ID
• Password: The recipient must enter a password to open the document

When selecting an authentication method, you can specify when the platform should perform the authentication: either upon opening the document or during signing.

8. Adding Fields

Once you’ve finished entering the data, click the Next button. Before sending the document, add the necessary fields to the relevant sections of the document.
Select the recipient, then drag and drop the field it in the appropriate location.

In addition to the signature field, you can add various types of fillable fields that the recipient needs to fill out, such as: Full Name, ID Number and more.

9. Additional Settings 

After adding the fields, you can send the document immediately

Or proceed to the next page to modify additional details:

1. Change the document name
2. Adjust the message language
3. Edit the message text

Choose to send the document under your personal name or company name.

Specify how long the document will remain active for recipients. The default access period is 90 days, but you can adjust it for each document before sending or save it as a template setting.

• Change the reminder notification periods.
• To organize documents, specify the folder where the document should be saved and assign a tag.

After entering the details, click the Send button!

That's it! Your document has been sent for signing 🎉

See next topic: Preparing Templates