Inviting People To Sign With We Sign

Watch this feature in action here!

Step 1: Log in to Secured Signing

Navigate to and click Login on the top-right of the page.
Fill out your Login Details and click Login

Step 2: Add a Document

From My Documents page – Inbox, click the Add Document  to show the document uploader and select the document to upload from your PC

Click Upload to add the document to your Secured Signing workspace. Once done, the document should appear in your My Documents page Inbox tab.

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Step 3: Start the We Sign process

Click Invite to start the WeSign process like so and it should take you to the WeSign Console Tagging Page

Tip: If the document is already uploaded on the Inbox workspace, click the WeSign – Invite other to Sign icon on the right hand side.

The We Sign console shows a preview of your document and allows you to place signature blocks in an easy-to-use design environment. In We Sign the signature blocks can be for Invitees, Viewer and Witnesses of the signing.

Tip: You can navigate within your document by clicking the thumbnail-preview pages to the right or select a page from the page drop-down menu on the top.

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Step 4: Add Invitee Signature

Click Add Invitee to add a signature to your document. A window will pop-up where the sender can add the required information of the Invitee: First Name, Last Name and Email Address

Other Signature options you can select at the same time are:

  • Invitee details (e-mail,, Enter the details of the person who is signing the document. An e-mail invitation will be sent to the e-mail address you provide so be sure it is correct!
  • Signature Type: Select between a full-signature or initials. Selecting Initials is much like initialling a paper document. When you set up your graphical signature you must provide both a full signature and your initials.
  • Signature capture format: Specify whether the Invitee can use an E Signature or a scanned signature. An E Signature, whilst still legally binding, can be captured using any of Secured Signings signature capture processes. A scanned signature, however, must be a digital copy of your real signature. Some organizations require signatures to be visibly consistent with a traditional hand-written signature so they can compare how it looks to their copy on file.
  • Title: Include the Invitee’s Job Title with the signature.
  • Reason: Prompt the Invitee to provide a reason for signing to embed in to the signature.
  • Multipage Signing: Allow the Invitee to sign multiple pages. You specify which pages the Invitee can sign; All pages, odd pages, even pages or select specific pages.
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Step 5: Send out the Invitation/s to Sign

Click Next to open the Invitation workflow pop-up and prepare the signing procedure. 

From here you can define a specific signing order, set a signing due date / time, change the details of the invitees and create custom messages to send with the invitation emails.

To specify a signing order select the “sequential” checkbox and click on the green bar to swap order.

Click Edit to change Invitee details, Click Modify/View to view the email message or create your own.

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Invitation process is complete!

Your document now appears in the In Progress folder on My Documents page – where you can view who has signed, and who is yet to sign.

When all Invitees have signed you will be sent a confirmation email and the document will be moved to your Signed Folder.

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Do you need anything else?