SignNow: Inviting Signers

Inviting Signers Content

 

Single Signer

The following steps are taken if signature fields are already added to the document as detailed in Uploading and Preparing a Document. See the next section if fields have not yet been added to the document.

  1. Locate your document or template. 
  2. Click Invite to Sign.
    Invite to sign screenshot
  3. The Invite for <your document name> opens. Enter the E-mail Address for the signer.
    invitation screenshot
  4. Click the Customize Signer Email dropdown arrow.
  5. Update the Subject and Message boxes as desired. Note: If you choose not to customize the Subject and Message, SignNow will send the invitation with the subject and message seen below.
    subject and message box screenshot
  6. Click Send Invite.

NOTE:  If you choose not to customize the signer email, the subject line will read: <your unique name>@umich.edu Needs Your Signature. The Message will read: <your unique name>@umich.edu invited you to sign “document name” 

 

Single Signer – Fields Not Yet Added

The following steps are taken if signature fields have not been added to the document.

  1. Locate your document or template
  2. Click Invite to Sign.
    invite to sign screenshot
  3. The Who is signing? window opens.
    who is signing window
  4. Click Start adding fields.
  5. The document opens. Use the Tools section in the left column to drag and drop the desired fields such as Signature Field or Date/Time Field onto the document.
    Note: Refer to Uploading and Preparing a Document for more details on adding fields. 
    open document

Note: When adding fields to a document, use the same Label on fields that will require the same input. For example, if there are several places on your form or document that require the signer’s company name, label each text field Company Name. After the signer completes the first Company Name field,  their response will be auto-filled into the remaining Company Name fields as they click on these fields in the document.
Adding fields to a document

  1. Click Save and Invite.
  2. Return to step 4 in the Single Signer instructions above to complete process.
     

Multiple Signers

When a Role is created for a signature it is displayed on the Invite to Sign window. In this example the Role Names are Signer 1, Signer 2, and Signer 3. These roles were created during the Uploading and Preparing a Document steps. 

  1. Locate and open the document.
  2. Click the Edit Signers button found in the Request section of the document.
    edit signers button
  3. The Who is signing? window opens. Click in the Signer field to change to the actual name of the signer as seen in this example.
  4. Click Save Signers.
    who is signing window
  5. Save and Close the document. 
  6. Click Invite to Sign.
    invite to sign screenshot
  7. The Invite for <<document name>> window opens.
    invite to sign window
  8. Follow steps 4-7 in the Single Signer section to continue sending invitations to sign. 

 

Advanced Options

  1. Locate your document or template.
  2. Click Invite to Sign.
  3. The Invite for <your document name> opens.
    advanced options selection screenshot
  4. Select Advanced Options.
    • Advanced options allow you to:
      • Allow the Signer to forward the document
      • Set an expiration date on the document
      • Set a Reminder for the Signer
      • Show when signatures are declined
      • Set a password - there are three options, see below for details.
        • If setting a Password - you will need to notify the signer of the password via Text Message or Phone - do not send passwords via email

password drop down

  1. To create your own password, click the down arrow in the None box.
  2. Select Password.
  3. Enter the desired password.
     password entry screen
  4. Click Send Invite.
    Note: Be sure to communicate via text message or phone call what the password is to the signer.
  5. The signer will receive an email and after they click Open Document, they will be prompted to enter the Document Password.
    enter document password window
  1. To send a password via text message, click the down arrow in the None box.
  2. Select Text Message (SMS).
  3. Enter the signer's phone number.
    phone number with text message
  4. Click Send Invite.
  5. The signer will receive an email and after they click Open Document, they will be prompted to request a Password.
    send password via text or phone call window
  6. The signer will receive a text message with a password from SignNow to enter, which will open the document.
    enter document password
  1. To send a password via phone call, click the down arrow in the None box.
  2. Select Phone Call.
  3. Enter the signer's phone number.
    enter phone number with phone call
  4. Click Send Invite.
  5. The signer will receive an email and after they click Open Document, they will be asked to request a Password.
  6. The signer will receive a phone call with a password from SignNow to enter, which will open the document.

     

    Invites including Approver Signatures

    Creating a template allows you to save your signature set-up and resend the document multiple times without having to recreate the document each time.

    1. Open your document or template.
    2. Drag and drop a Signature Field for an Approver.
    3. Drag and drop a Text Field and label it Approver.
      document showing approver signature field
    4. Select Edit Signers in the Request section to the left of the document.
    5. The Who is signing? window opens.
      who is signing window with approver step 2
    6. Drag the Approver’s Signature line from the Signing Step 1 area to the Signing Step 2 area.
      • The email will first go to Step 1 signers and, once signed, will be sent to the Step 2 signer. The ability to add a step 3 signer as an additional approver is also available.
    7. Click Save Signers.


    Bulk Invite

    Bulk Invites can be made from a template with only one Signature Field.

    1. Locate the template.
    2. Click the More dropdown arrow.
    3. Select Bulk Invite.
      bulk invite screenshot
    4. The Bulk Send for Signing window opens.
      bulk send for signing screenshot
    5. Option one for sending is to copy and paste e-mails addresses in the To: field. 
      • Note: A comma should placed between each email address. 
    6. Option two for sending is to Upload a CSV file with a list of email addresses.
      1. Select CSV Upload
      2. Locate file to upload and click Open
        bulk invitation csv screenshot
      3. Once the file is uploaded, select the column name from the CSV file that includes the email addresses.
      4. Select OK.
      5. The email addresses will display in the Signer 1 column.
      6. Make any necessary changes to the document name in the Each document will be named: section.
      7. Click Send Bulk Invites. 

     

     

     

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    Last Updated: 
    Wednesday, August 12, 2020