Welcome to Signature, Documo’s new electronic Signature product that allows you to quickly and easily create, sign, and manage all your electronic agreements!
Let's run through the basics - from creating your first document to requesting signatures.
Create a document
Choose whether you would like to upload a file, or create from a blank page:
Add some fields
Using the elements on the right side of your screen, add the desired fields to your document. We've added a signer for this document.
Manage Recipients
All users with fields assigned to them will be listed under the 'Members' tab. You can turn on signing order and set an order for the document to be signed.
Set approvers
If you want your document to be approved by a contact before your document is sent to the signers, you can set up document approval. If you add individual contacts, each contact will need to approve the document. If you add a group of contacts, only one person from the group will need to approve the document. Once you document is approved, your signers will be notified that the document is ready to sign.
Review document settings
Under the 'Settings' tab, you can adjust any of your document settings. Here you can rename your document, switch signing modes, and adjust notification settings.
Send your document
If all of your fields are completed, your document is ready to be sent! Once you click 'Send document' in the top right, your signers will be notified via email with a link to view and sign the document.
Congrats, you've sent your first document! If you need additional help, feel free to contact our team at support@documo.com, or via live chat from the web application.