Overview of the Document Signing Process in WeSignature

WeSignature makes it easy to send documents for signature in just a few steps. Below is a high-level overview of how the process works:

1. Upload Your Document(s): Start by uploading one or multiple documents that need to be signed.
2. Choose a Template (Optional): If you have a pre-built template, select it to apply pre-mapped fields automatically. Otherwise, proceed without one.
3. Add Signers: Designate who needs to sign the document. You can add multiple signees and choose whether to send the document via email or SMS text.
4. Prepare the Document: On the next screen, drag and drop the appropriate signature fields (e.g., signature, name, date) onto the document where needed.
5. Customize & Finalize:
   • Give the request a title and include a message for the recipient.
   • If applicable, request payment from the client using WeSignature’s payment feature.
   • Set a document expiration date if you want to establish a signing deadline.
6. Send for Signature: Once everything is set up, click Send, and the document will be delivered to the recipient(s) for signing.

This streamlined process ensures an easy and efficient signing experience for both you and your clients.