There is typically someone present who walks people through each document that is being signed in a world where hard copies of contracts are exchanged with all parties present in the same room. They will frequently mark a “X” with their index finger or point their index finger to indicate where the signatures need to be placed (i.e., “here,” “here,” and “here”).
When done remotely, collecting signatures presents a far greater number of challenges. It is possible that communicating the “instructions” through the message field may not be sufficient, which will result in a great deal of misunderstanding and back-and-forth communication. Consequently, removing the pleasure from the activity.
The process of adding and assigning “fields” comes into play at this point. You, as the sender, have the ability to add a field to the document (such as a signature, date, or text) and then assign that field to a signer. This will show them exactly where they need to fill anything in, as well as the type of information that is expected from them. This functionality has been available in the Signeasy online application for the past number of years, and we wanted to ensure that our mobile users had access to the same degree of simplicity.
In the past few years, many of us have been spending a dramatically increased amount of time working from the comfort of our own homes. Because of this, we have had convenient access to a computer, and Signeasy for online has satisfied the majority of our requirements. On the other hand, as we noticed that people were beginning to move around again, we knew that it would be a top priority to prepare and deliver documents for signature while people were moving around. When you combine it with the desires of our customers, you can see why we dived right in to finding a solution.
As is the case with everything else at Signeasy, we didn’t simply want to offer a mechanism to add and assign fields; rather, we wanted to create the most user-friendly method possible for doing so on mobile devices. After all, we are one of the eSignature apps that has received the greatest ratings on both the iOS App Store and the Google Play Store (4.9 stars and 4.5 stars, respectively). Our company was built on the principle of making things “simple” for our customers. Because of this, we went back to the drawing board to come up with a method that is user-friendly and easy to understand for preparing and sending documents on an iPhone, iPad, or Android device.
How it works
Adding new signers is a simple process. Signeasy will make suggestions for contacts to add from Google, Outlook, or the Contacts app on your device according on the permissions you’ve granted it.
By establishing the signature order, you are able to control the order in which your signers fill out and sign the documents. Take, for instance, the scenario in which you wish to submit a Purchase Order to your manager for approval before sending it on to the vendor as confirmation.
You can insert recipients’ email addresses into the optional CC area so that they will receive a copy of the completed document through email.
In the following phase, a name tag is used, but in addition to that, colour coding is utilised to separate the signers for an experience that is completely intuitive.
Blog Add signers
1. Add signers
The completion and signing of documents by your customers will be sped up and simplified thanks to the addition of fields. Nevertheless, you always have the option to email a document without including any information in it as well.
You can resize the fields to fit your needs and position them wherever on the document.
At the moment, we support fields for signatures, initials, names, dates, email addresses, text, and checkboxes. Users have the ability to add up to sixteen fields to each document (Let us know if you need more).
If your customers are utilising the Signeasy app, the majority of the fields can be automatically filled in with only the push of a button. We put a lot of effort into designing the greatest possible experience for your clients, too!
Except for the checkboxes, every field will automatically have the “mandatory” label applied to it. You are able to make adjustments to this by selecting the kebab (three-dot) menu.
The field type determines which options are displayed in the drop-down menus. For instance, “date format” for the field that contains the date, and “copy field” for the fields that include the signature and initials.
Blog Additional choice
2. Add and assign fields
Check the specifics of the paper, and on the summary screen, you have the option of adding a comment to the signers. On this screen, the name of the document as well as the signers and email CC recipients will be displayed. To finish, you only need to click the “Send” button.
Signeasy will send out a notification to each of the signers once the document has been dispatched. You will be notified through the app as soon as all parties have successfully completed the signing process. In the interim, you can check the documents list to see the current status of a document that is still pending.
3. Review and send
Do you need to make a fast adjustment?
You can edit signers’ names and email addresses even after you’ve sent a document out for signature. This function is useful for correcting errors, and perhaps more crucially, it means that the workflow does not need to be restarted from the beginning.
(It is important to keep in mind that editing signers is only possible before one of the parties begins signing.)
Signeasy works regardless of where you do your business!
You may now transmit documents for signing to anyone, regardless of location, and you can do so from any device, including a desktop computer, an iPhone, an iPad, or an Android smartphone. You can use one device to send the document, and then use another to monitor its delivery status.
The capability to add and assign fields on mobile is just the beginning of amazing things to come, such as the ability to create templates on mobile and a number of new workflows. In addition, we will soon be offering two-factor authentication (2FA) for mobile, which will add an additional layer of protection to your documents even when you are on the move.
Tell us in the comments what you think of the most important upgrade we’ve made to yet and how you like the new version. Send us an email at email@example.com if you have any suggestions regarding the types of fields that should be included in the near future. We are all listening!