Welcome to our new and improved electronic signature feature! You may click on the headings to jump to that section of the article or scroll through for an entire tutorial of the product.
All document view
Creating and editing a document
Templates
Accepted file types
File size
Sending a document as a fax
All document view
To get started, click the Sign product on the product panel, then click Documents:
Click the Documents tab to view all documents created and sent out for signature:
Click the My Signatures tab to view all documents that require your signature. They must be signed there:
Below you will find what each of these columns represent:
- Creator: The Documo user that created the document
- Name: Name of the document
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Status: Statuses of documents are as follows:
- Draft: A document has been created but not yet sent to its recipients
- Sent: A document has been sent to the recipients assigned to the fields
- Viewed: A document has been viewed by its recipients
- Completed: All parties have signed/filled out the fields they were assigned to
- Tags: Documents can be tagged with tags that have already been created or with new tags
- Recipients: Who the document was sent to
- Updated: The last time the document had any activity
When the document has a Draft status, these actions can be taken:
When the document has a Sent status, these actions can be taken:
Once a document has a Completed status, these actions can be taken:
Creating and editing a document
To create a new document, click the Create Document button, then select where you would like to add the document from, and click Next:
Name your document, and click Next:
Lastly, choose any recipients who will need to complete any fields and click Complete. This is optional as you can add recipients on the next step:
Editable blocks can be added from the right panel along with fillable fields. These require the appropriate users to be assigned to the fields. Once everything is selected, click Send:
Clicking Properties on the field will allow you to change settings for that field:
To rename a document, click the Settings wheel, rename your document, and click Save:
To edit the recipients of your document, click the Pencil icon next to the recipient avatars:
A new recipient can either be added or a current recipient can be reassigned to another by clicking the blue arrows:
Set a signing order by enabling the toggle, then dragging and dropping the recipients in the proper order:
Additional documents can be added above or below the current document being worked on by clicking the + button:
Templates
If a specific document will be used multiple times, it can be made into a template. This allows you to assign fields within the document and reuse it with different recipients.
To get started, click Templates on the left panel, then click Create:
Next, select a document or start from scratch and click Next:
Lastly, name your document and click Complete:
Add the desired fields and blocks to your document. Next, create and assign roles to fields that will consistently be completed by the same category of individual. I.e. if a patient will always complete specific fields, assign those fields the role "Patient."
Once fields are added, click Assign, then click a previously created role or create a new one by clicking Add role:
To use a template once it has been created, navigate to the Templates page, click the 3 dots next to the template, and click Create Document:
Name the document:
Assign recipients to each role, and click Complete:
Upon creation, the document will automatically open for editing and sending. It can also be found on the Documents tab now.
Sending a document as a fax
Once a document's status is Completed, it can be sent as a fax. In the Documents tab, click the kebab menu, send click Send as Fax:
In the My Signatures tab, click the Send as Fax button:
Accepted file types
Adobe Acrobat Documents (PDF)
Microsoft Office Files (DOC, DOCX, XLS, XLXS, PPT, PPTX)
Open Office Files (ODP, ODS, ODT)
Google Files (GDOC, GSLIDES, GSPREADSHEET)
Text Files (TXT, RTF)
Printer Files (PCL, EPS, PS)
Image Files (TIFF, TIF, GIF, PNG, JPEG, JPG)
Other Files (FXC, FODT, HTML)
File Size
The total uploaded file size cannot exceed 50MB or 500 pages.
NOTE: As soon as you create a document, it will be subtracted from your monthly document allotment. You're welcome to edit drafts as much as needed before sending. If you delete a draft, it is still subtracted against your allotment.
If you have any questions, please reach out to support@documo.com.