How to send a document (Envelope)
Whether it's your first time with Signable or you're a seasoned professional - it always pays to brush up on how to make best use of your Signable service - dear reader, look no further!
Firstly, a bit of clarity - when we refer to an Envelope, we mean any packet of documents you plan to send via Signable! You can have multiple uploaded documents and templates should you wish, the only thing to bear in mind is that the total size of your files doesn't exceed 20mb and that any individual file is less than 5mb.
This particular guide will outline sending an uploaded document, for information on how to create and send a Template, take a look at this article.
Step 1: Selecting your Documents & naming your Envelope
Firstly, you'll be able to label your Envelope. This is the overall title of the parcel of documents that your signers will see, it also serves as the identifier for the Envelope on Signable itself.
Next, you either need to click the cloud logo or simply drag and drop the document from your files, once you see them appear underneath the upload box - they're in!
Quick Tip: You can amend the order the documents are presented by either clicking the arrows to the left of the document's title or drag it by clicking and dragging the six dots next to the current document's number!
Once you're happy with the title, the documents and their order - click next!
Step 2: Adding your Parties
A party is just another word for the signer on your document, adding them is easy!
By default, an uploaded document will include just one party, you can add more by selecting the '+ Add a party' button below Party 1. Once you've got all the parties you need, add their details! You'll need their full name and functioning email address for them.
Quick Tip: If you want to prefill a party with your login info - select 'Add Myself as Party', this will pop your details into the party details and allow you to sign the Envelope from within Signable itself on your Envelope's status page.
You can also set a party to 'Receives a copy only', this will remove them from the signing process but send them a signed copy of the document upon completion of all parties. Think of it like cc'ing someone in when sending an email!
Signing Sequences
You can also set the signing sequence for multiple party Envelopes as well, by selecting the 'Sign in order of Parties' toggle above Party 1, you dictate whether the Envelope is sent in one of two ways:
The above will send the Envelope to all parties at once, rather catchily titled 'All at Once' signing. This is great if you've got load of signers and don't overly need to worry about sequencing.
The above will send the Envelope sequentially, also known as 'One at a Time' signing. This is a wonderful solution if the order of signing is important or someone needs to 'sign off' on the document at the end.
Find out more information on signing sequences
Personalising your Envelope:
Each party can have a wee bit of personalisation too, by clicking the 'Add' dropdown under 'Receives a copy only', you can add a password and a personal party message. More info on personalising your Envelope can be found here.
With all that out of the way, let's continue on with the Envelope - click next!
Step 3: Adding your Fields
Here it is, the moment of truth - Signable's bread and lactose-free butter. You'll be met with this page: (or something very similar!)
Touring the 'Add Fields' page:
Let's go from top to bottom - top left, you have the overall name of your Envelope. To it's right you have the number of documents in your Envelope, presented in the order you set earlier. You can leaf between documents by selecting the left and right arrows atop the page.
Below your Envelope title, left of the document itself - you have the current parties on your Envelope, they're denoted with a bubble with their first initial. The current party that is selected will be in our Signable blue whereas the others will be darker. You can also add further parties here by selecting the + icon below your final current party.
On the right-hand side of the document, you've got images of each page in your current selected document, this is how you navigate page-to-page. Most importantly, you've got our various field icons.
A field is our term for the boxes that you place on your document, in order from top-to-bottom, we have:
- Text Fields (The Yellow 'A') - Our utility field for entering text for any type of information, names, addresses, you name it!
- Signature Fields (The Green Pencil) - A field specifically allowing the signer to draw, type or upload an image of their signature.
- Date Field (The Purple Calendar) - The field for setting and selecting dates, move-in dates, dates of birth, etc
- Dropdown Field (The Grey Bulletpoints) - Create a list of options for your signer to select from.
- Checkbox Field (The Red Tickbox) - A nifty tool to allow your signers to make selections, opt-in or out, all sorts! You can even group the checkboxes to make your signer choose one option from multiple.
- Upload Field (The Orange Cloud) - Our little sleeping giant field! Needing your signer to upload proof of address? ID? Bank Statements? This'll be the one.
Placing Fields:
- Firstly, make sure you've got the signer you want to place a field for selected on the left-hand side.
- Next, click the field icon for the type of field you want to place (Text, Signature, etc).
- Then, click the area of the document that you'd like to place the field
- Once placed, either press the 'Escape' button or the red cancel icon that appears by the text field icon to stop placing further fields.
If you'd like to edit your field in any way, click the field in question and a number of options will appear:
- 'Title' will allow you to edit the prompt your signer will see when filling in that field, label it something that serves the function of the field (print name, enter address, etc.)
- 'Party' will allow you to swap which signer the field is currently assigned to.
- The 'Required?' toggle will allow you to set whether a party has to fill/complete the field in order to complete the overall document, so if it's optional, toggle this off!
- Finally, you'll be able to click and drag the corners of the field itself to fit it in with the space you're filling!
Rinse and repeat, placing fields as you require them, when done - it should look something like this:
Wondering why you can't select a field? It means you've got the wrong signer selected, you'll know if the fields are looking slightly transparent. In the example here, you can see that the 'Example' signer is selected (denoted by the 'E' initial) and therefore, Larry's fields are all unelectable. Simply click the correct party on the left and you'll be able to edit their fields again!
Previewing the Document:
Before you continue to your Envelope's summary - you can preview the document as your first signer by selecting the 'Preview' button found at the top-right of the page, the perfect way to make sure you've dotted the i's and crossed the t's! Clicking the button will open a new tab and show you how it looks:
Once you're happy - close any preview tabs and click the 'Summary & Send' button found towards the bottom right.
Step 4. Envelope Summary
Here we are - all wrapped up! You've set all your parties up, added your fields, you're nailing it. Here's your last chance to check everything and make sure you're sure everything's as you want it.
You'll see each category outlined, with an 'Edit' button to the right, clicking this will allow you to jump back to any stage in the process and tweak things as required. Need another party? Want add a document? You can do it!
Quick Tip: It's worth noting that you on any of the previous steps, you'll be able to click 'Back' to return to the previous step but this Summary section allows you to jump back and forth at will.
One final note, you'll see two extra options within the list:
- 'Auto-Reminders' allow you to schedule automatic email reminders being sent at daily increments to any errant signers at no extra cost to yourself
- 'Expires' corresponds with an expiry date you can set where the Envelope will automatically cancel - working to a deadline? This is the tool for you!