Form Filler – Fill in and sign as an Invitee How to Fill and Sign as an Invitee The FormFiller provides a user-friendly and efficient way to collect data and complete electronic forms. It eliminates the need for manual paperwork and enables a streamlined and secure process for gathering information from recipients. Watch the video here! Step 1 Access the document from the Invitation Email Click the View and Sign button on the email invitation. The service will automatically look for any existing signatures and verify if they are valid. If no existing signatures are found you will see a notification popup explaining what to do.Click the Ok to continue. Step 2 Fill in the Details Review the document, Fill in with the required information by clicking on each form field. The Next sticker will guide the Invitee on the next field to fill. A Sign Here sticker indicates where the signature/s will be placed. As you fill out the form, Secured Signing may perform real-time validation to ensure data accuracy. If any errors or missing information are detected, you will be prompted to correct them before submitting the form. It is important to Review and Edit: Before finalizing the form, take the time to review your entries and make any necessary edits or changes. Double-check for accuracy and completeness. Step 3 Complete the process and Sign the document Once you all done, click the Signature Box to sign the document. The service may ask you for additional details such as Job Title, Reason for signing and a Witness for Witness signing. Enter the required details and continue. And that’s it! The document is now signed and the document owner notified. You can view, download and verify the signed document.
Prepare a form with Form Filler Prepare a form with Form Filler Step 1 Adding fields and signatures Once you have your document ready and loaded in to the designer you have many options for creating and customising your form. You can add Signatures blocks where the Invitee/s will sign and choose from many fields that the primary Invitee will fill such as Name, Address, Company, Date and many more. For some of the fields the service will automatically fill in the details , such as Name, and allow the Invitee to quickly check all details are correct. To Add a Signature block click the Add Invitee button on top blue bar of the designer. To Add Fields click on add Form Fields Button at the top, Fields setting menu open on the left-hand side and click on any of the field label in the list or type your own. A field-block with some preview text inside will appear on your document which you can position and resize to where the Invitee will enter the detail Step 2 Positioning and resizing signatures and fields To reposition any field or signature block simply use the mouse to drag and drop anywhere on the document.To resize any field or signature block click and drag on the handles or the very edge of the block. Optional Zoom the document for easier editing If you find your document too small to read and difficult to accurately position then you can zoom the document by moving the slider on the top right -hand side of the page. Step 3 Save as a template To save a copy of the form click on the button at the top menu, save as a template. Type the name you’d like to save it as in the pop-up. Now you can use it over and over again without having to go through the setup process each time, and invite more invitees to fill-in and sign online. Step 4 Prepare to send the document template Once you are ready to send the document, continue to the next step by clicking the next button or click on ‘templates’ next to inbox in the home screen. Select the template name you want to send and click send. Enter invitee details in the pop-up setup the due date. If you have more than one Invitee on your form then whoever is highest on the list will be the one to fill out the form. To change signing order click on the green bar and move it up and down. To edit Invitee details such as E-mail, name, just type it in the right place. When you’re happy with the workflow click Send to send out all invitations. You can monitor signing progress from your In Progress folder on your My Documents page. Once the Form has been filled in and the document signed then it will be moved to your Signed folder and you will be notified by E-mail.
We Sign – Sign as a Witness We Sign - Sign as a Witness Invitee Watch it in action here! Step 1 Email Invitation gets sent out to your Inbox You will receive and email invitation from the document owner to sign a document or documents. Click on the blue button to start the signing process. Step 2 Accept Terms of Use and Privacy Policy A document Signing Information pop-up window will automatically open once you have accessed the document. Tick the checkbox to Accept the Terms of Use and Privacy Policy and then click the green button OK Step 3 Capture your Graphical Signature If you have not captured your Signature, the My Signatures pop-up window will open where you can capture, create, upload or Fax us your Full Signature and your Initials.Once you have captured your graphical signature it is stored in the Secured Signing service ready to use whenever you get invited to Sign.Note: You can easily delete your Signature any time!Check out Capture your graphical signature for a more detailed example. Step 4 Sign as a Witness Review the document and signatures’ placement by scrolling around the document. A ‘Sign Here’ arrow indicates where your signature/s will be added.Enter your details and the security code from your email invitation and click the blue Signature Box: Click to Sign Success! Witness Signing is complete!The document has been signed and will automatically returned to the document owner’s Signed folder.
Sign and Nominate a Witness How to Sign and Nominate a Witness Signer A streamlined solution for signing as an Invitee, with added capability to efficiently nominate a Witness. Step-by-Step guide to Sign and Nominate a Witness Signer Access the Document Access the Document from the Inbox and Add the 4-digit passcode from the invitation to successfully authenticate your Document Nominate the Witness 2. Click the Click to Sign box to Nominate the Witness 3. Enter the Witness Details, the minimum requirement are their Email Address, First Name and Last Name Sign the Document 4. Capture your Signature to sign the document 5. An Email Invitation will be generated to the Witness for Signing I accidentally added my details to the Witness section – what do I do? Send an email right away to the Document Owner advising what happened. Reply from the Email Invitation and that should go straight to the Sender’s Inbox
We Sign – Sign as a Witness How to Sign as a Witness Signer A seamless solution for signing documents as a Witness Signer Step-by-Step process to Sign as a Witness Access the Document Go to the Inbox where the Email Invitation was sent and Click the blue button to start the Signing process. 2. Add the 4-digit passcode from the invitation to successfully authenticate your Document and confirm the Signing Information 3. Review the entire document before signing. Scroll or Click the Next button to check for Signature boxes or Fields that require filling in Sign the Document 4. Click the Signature Box on the Document to start Signing 5. Confirm the details requested and add the code from the Email Invitation and click Sign 6. Capture your Signature and click Sign to complete the Signing process
We Sign – Sign as an Invitee How to Sign as an Invitee with Secured Signing Watch the video above how to Sign your document! Step-by-Step guide to Sign a Document through Secured Signing Access the Document Go to the Inbox where the Email Invitation was sent and Click the blue button to start the Signing process 2. Add the 4-digit passcode from the invitation to successfully authenticate the Document Signing Information 3. Read the pop-up message carefully and click OK to use Electronic Records and Digital Signature Technology to sign the Document 4. Review the entire document before signing. Scroll or Click the Next button to check for Signature boxes or Fields that require filling inCheck the top panel for useful Actions: Sign button is another way to Sign the Document Signatures to update any Saved Signatures if you have any Save to save the information added, this is helpful when the template is quite big Support to send an email to Secured Signing Sign Out button to log-out of the Signing page Sign as an Invitee 5. Click the Click to Sign box to Sign the Document and Capture your Signature 6. Confirm Form details and Sign the Document Signing Completed! 7. Signing all done. For more information about your Signed Document, contact the Document Owner by replying to the Email Invitation