This guide will walk you through the steps to send a signature request using Stiply, allowing you to quickly and securely collect digital signatures on your documents.
What is a Signature Request?
A signature request is a request sent to one or more individuals to sign a document electronically. Stiply facilitates the process of sending documents for signature, ensuring they are signed securely and in compliance with legal standards.
Key Features of Stiply Signature Requests:
- Secure Signing: All signatures are legally binding and encrypted.
- Multiple Signers: Send documents to multiple recipients for signatures.
- Real-Time Tracking: Monitor the progress of your signature requests.
Steps to Send a Signature Request
Step 1: Log in to Your Stiply Account
- Visit Stiply's Website and log into your account using your credentials.
Step 2: Upload the Document
- Go to the Documents section in your account.
- Click on Upload Document and select the file you want to send for signing.
Step 3: Add Recipients
- After uploading the document, click on Add Signer to enter the email addresses of the recipients.
- You can add multiple recipients if necessary.
Step 4: Customize the Email Message
- Optionally, customize the email message that will be sent with the signature request. This message will be visible to recipients and can provide context for the document they are signing
- It's also possible to ask documents in return, like a Passport
Step 5: Add Signature Fields
- Place the signature field(s) on the document where you want the recipients to sign.
- You can also add other fields such as the date, text, or checkboxes if needed..
Step 6: Send the Request
- After verifying all the details, click Send to send the signature request to the recipients.
- The recipients will receive an email with a link to the document, where they can sign it electronically.
Tracking the Signature Request
Once the request is sent, you can track the status of the signature request:
- Pending: The document is waiting for signatures.
- Signed: The document has been signed by all recipients.
- Rejected: One or more recipients have declined to sign the document.
Why Use Stiply for Signature Requests?
Stiply offers a seamless and secure way to send and manage signature requests:
- Legally Binding Signatures: All signatures collected via Stiply are legally valid.
- User-Friendly Interface: Easy to use for both senders and signers.
- Fast and Efficient: Save time with quick document uploads and signature tracking.