How Do I Send A Document For Signature?

1. Log into Your WeSignature Account

• Access your WeSignature account by logging in with your username and password.

2. Navigate to the Dashboard

• From the dashboard, drag and drop the files you want to send for signature.

3. Upload the Document

• Click on “Get Started”.  WeSignature supports formats such as PDF and Word.
• After selecting your file, it will upload automatically. Ensure the document uploads correctly before proceeding.

4. Add Signers

• Specify the recipients who need to sign the document. Enter their names and email addresses. You can add multiple signers and assign each signer a specific signing order if required.
• Set Signing Order (Optional): If the document requires a specific sequence, enable the signing order feature to control the flow.

5. Customize Document Fields

• Add fields to the document where signers need to take action. Common fields include:
  • Signature: Place where the signer will add their signature.
  • Date: The date of signature.
  • Initials: Initial boxes, if needed.
  • Text Fields: Any other required information, such as names or identification numbers.

6. Enable Payment Collection (Optional)

• If the document requires a payment, enable the payment option and set the amount. This step ensures signers complete their payment as part of the signature process, reducing the risk of missed payments.

7. Add a Message to the Signer (Optional)

• Include a personal message or instructions for the signer. This can provide context or specific guidance on filling out and signing the document.

8. Review and Send

• Double-check all details, including the document, fields, and signers.
• Once you’re ready, click “Send for Signature.” The signers will receive an email with a link to review and sign the document.

9. Track Document Status

• Use the WeSignature dashboard to monitor the document’s progress. You can see when each signer has viewed, signed, or completed the document.