Electronic Signature Legality for Employee Satisfaction Survey in Canada - Simplifying Document Workflow

How to eSign a document: electronic signature legality for Employee Satisfaction Survey in Canada

[Music] this tutorial explains how to add fields to your documents and send them out for signing digi signer allows you to specify where people should sign a document or inter text this tutorial describes how to do it please note that you don't necessarily have to do it this way instead you can allow people to sign the document and add text wherever they feel it should be done how to do it is described in our other tutorial how to send documents out for signing without using fields after signing up or login you will find yourself in the list of documents now you need to upload the document that you want to get signed click on the upload document button and select your document you can upload PDF Word Excel text or image files after uploading your document it will automatically appear in the list then click on the document image to open the document the document will appear on the screen if you want to sign or fill out your document yourself before setting it off for signing you have the opportunity to do so now for more information about how to do it see our other tutorial how to create electronic signature now let's add fields to your document there are different kinds of fields you can add signature fields text fields date fields initial fields checks box fields and radio button fields to add a signature field click on the signature field button then click in the document where you would like to place the field the field properties dialog box will pop up in this dialog box you could change your field settings add a new signer or rename an existing signer click on add field when you are finished a new signature field will then appear in your document you can resize the field and position it wherever you like if you click on the field the field properties dialog box will pop up again allowing you to update the field settings you can also add other types of fields to your document by selecting them in the add fields block if you are going to send your document to multiple signers in a particular field should be filled in by another person click on the add new signer link to create another signer the field will then be assigned to the new signer you can always reassign later here we added fields also for another signer when you are finished adding fields just click on the done button to save the changes you will then be redirected to your list of documents you can always open the document again to change the position or size of your fields or to add new fields to send the document for signing click on the send for signing button the dialog for sending the document out will pop-up enter the signers email address by default the document will be sent to all signers at once but if you specify a signing order the document will be first sent to the first signer and only after this person will have it signed it will be sent to the second signer and so on in the dialog you can also specify your own subject in email text click on the send document button the emails with the link to your document will be immediately sent to both signers the signers email addresses will be displayed next to the document image you could always resend the document or remove a signer by clicking on the signers email address and choosing the corresponding action the signer will receive an email like the one in the screenshot please note the open document button which is automatically appended to the email after the signer clicks on the button the document opens automatically in the browser before getting to the document the signer will see a dialog box explaining how to proceed after closing the dialog and clicking on start at the top right corner the signer will be automatically forwarded to the first field to be filled in in our case it is a signature field the field will blink to attract the signers attention please note that the date field is automatically filled in with the current date to sign the document the signer clicks on the signature field and creates a signature in the automatically opened signature dialog box to enter text in the text field the user just has to click on it and then start typing text fields are expandable so in case the signer needs more place for typing the field will expand automatically after filling out the document the signer clicks the done button to save the document and complete the process you will automatically receive a confirmation email sent to your email address that says your document was signed you will also receive a separate email with the completed document when all signers signed the document this email will also be sent to all the signers in your account you will notice that the icon has changed to the green check mark meaning that the document was successfully signed the document status will also change to signed you could always download the completed document from your account using the download button this is how the completed document looks you we hope you enjoyed our tutorial if something is unclear or you have any suggestions please don't hesitate to contact us