Preparing Documents for Signing
  • 08 Oct 2024
  • 1 Minute to read
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Preparing Documents for Signing

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Article summary

AndroidiOS

Android

Preparing Documents for Signing

To prepare documents for signing:

  1. Access the Prepare Document view for one of the recipients.

  2. Drag-and-drop or tap the recipient's Signature to the desired location in the document. Note that you can navigate through a document on the right side of the app. If multiple documents have been added, use the document drop-down icon for quick access to each one.

  3. Drag-and-drop or tap any additional desired fields (e.g., Signing Date) to the desired location in the document. If there are multiple recipients, and you'd like to assign a field to a recipient other than the currently active one, tap the latter in grey, and then select a new recipient from the available list.

  4. If you want to specify additional parameters for a positioned field, tap the field and then tap Settings from the menu that appears.

  5. Once you are finished, tap Send to send the documents for signing.

iOS

Preparing Documents for Signing

To prepare documents for signing:

  1. Access the Prepare Document view for one of the recipients.

  2. Drag-and-drop or tap the recipient's Signature to the desired location in the document. Note that you can navigate through a document on the right side of the app. If multiple documents have been added, use the document drop-down icon for quick access to each one.

  3. Drag-and-drop or tap any additional desired fields (e.g., Signing Date) to the desired location in the document. If there are multiple recipients, and you'd like to assign a field to a recipient other than the currently active one, tap the latter in grey, and then select a new recipient from the available list.

  4. If you want to specify additional parameters for a positioned field, tap the field and then tap Settings from the menu that appears.

  5. Once you are finished, tap Send to send the documents for signing.


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