eSignature Legality for Assignment of Partnership Interest

How to eSign a document: eSignature legality for Assignment of Partnership Interest

hi i'm albert lartizable chief operating officer at dockhub today i'm going to show you how quick and easy it is to get started using dockhub for all of your document signing needs dochub has a host of powerful tools that let you fill pdf forms shared documents and create legally binding signatures i'll go over some of the benefits of converting your documents to using electronic signatures and how that can help you and your business save time and money then i'll walk you through a basic workflow editing an nda document and sending it off to get signed so why make the switch to electronic signatures dot hub fully complies with the esign act and the uniform electronic transactions act so the documents you create using document are legally binding the authentication details of your signers are saved as part of an audit trail for your document and your files are encrypted when they're stored on our servers and when they're sent electronically using eSignatures can help you and your business save time and money by reducing your reliance on manual workflows that sometimes require printing scanning storing mailing or hand delivering documents when you print out a time sensitive document that needs to be signed by several people you'll first need to confirm that the signers will be able to get hold of the document at a specific address you'll then need to make sure the documents are delivered quickly and securely and confirm that the intended recipient received the document next you'll have to make sure that they sign the document in a timely manner and that the document is sent back to you quickly and securely as well there are many parts of that manual workflow that can cause costly delays in both time and money for you and your business by converting that workflow to one that uses eSignatures so long as you can reach your signers by email they'll be able to access and sign those documents anywhere in the world and to make sure that documents are signed and finalized promptly your signers will receive periodic reminders via email to complete the sign request the decreased turnaround time of your documents when using eSignatures helps avoid costly administrative delays related to such things as chasing down signers by phone or email or losing documents in transit by converting to a paperless workflow with eSignatures this will free up time for you and your business to instead work on more important things and an important benefit of a paperless workflow is that you'll be able to save a lot of trees in addition to that ink mailing supplies printer hardware and the related maintenance the list goes on and on doc hub has an intuitive dashboard that's simple and easy to use when you first log in you'll have access to all the documents you've created and what their statuses are if they've been finalized or if you're still waiting for signatures with our free plan you can easily get started learning doc hub's tools and creating and sending your own sign requests every edit you make in a document is automatically and securely saved to the cloud in real time this makes sure that edits to your documents are always synced across all of your devices we make it easy for you to customize your document permissions so that you can specify who is allowed to view edit or sign your documents you can even make your documents public and share their urls if you want when you edit a file on dockhub the final version retains the same quality as the original dot hub doesn't do anything to reduce its quality and won't make any changes to your content and while document is built around using pdfs the editor supports using files of virtually any document file type dochub takes privacy and security very seriously and all of your saved documents are encrypted data sent between our servers and your computer are encrypted while they're in transit and when you delete a file all copies of it are destroyed doc hub's editor was carefully designed to include all the tools you need to mark up your document and add the fields you need your signers to complete you can easily add text images and shapes to your document you can also highlight underline or strikeout specific selections and you can add comments that appear as small sticky notes in your document if you want to provide additional information or context for your signers you also have a variety of fields that you can add to your documents to make sure that you get the information you need from your assigners in addition to signature and initial fields you can add text and paragraph input fields check boxes drop downs and date selection fields if you use google chrome as your web browser you can use our highly rated extension to integrate doc hub into your chrome browser or installer apps that work with google drive and your gmail inbox doc hub fully supports a mobile experience for your signers they'll be able to open the sign request on their phones complete all the necessary fields and can draw their signature right on their screen next to give you an idea of what's possible with doc hub i'll walk you through an example using doc hub's editor and using a number of features that i've been talking about keep in mind that dockub's editor is very flexible and can accommodate a wide variety of documents and workflows let's take a look at an nda workflow if you don't have the dochub google drive app installed click the dropdown and select the option that reads connect more apps you might also see it as a suggested app so you can select that as well so let's type dockhub into the search bar we'll select the first result that reads dochub pdf sign in edit which is the google drive app we'll click on the daca map then we'll click on the button we'll hit continue and we'll grant access to our files and the document was successfully installed now we can click on the open with drop down at the top and select dock hub so our document will be open inside of the dockup editor and we can first take a look at page controls inside the page controls panel we have the option to view or even reorder pages in the document at the bottom of the panel you'll see that we have several buttons that allow you to delete rotate add or download specific pages in addition we can also zoom in or zoom out of the document in our window in the manage fields panel you'll see a number of tools we can use to add fields for text paragraphs drop down lists signatures initials and dates in the top toolbar you'll see that as we add text fields we can adjust the input text font family size color and weighting we can also specify the alignment of the text input so as we add fields to the document we'll have the ability to move them around like so or delete them by clicking on the trashcan icon we'll need this field so let's add that back we can add checkbox fields quickly to our form so if we click into the checkbox fields we'll be able to toggle their initial state whether we want them checked or unchecked so let's go ahead and add checkbox fields for all of the options in the disclosing and receiving party sections for all of the fields we'll add to our document it might be helpful to create more descriptive titles for those fields so for the text fields we just added let's go ahead and add titles that better describe the content they'll contain so if we take a look at the panel on the right let's go ahead and update the field titles for both the disclosing and receiving parties we'll also add some placeholder text as well to make it clear to signers what information we're looking for so let's go ahead and update that for both the disclosing and receiving parties as well now let's go ahead and pre-fill some of the fields we added with some default placeholder values and for the sake of this example let's assume that we're creating an nda between two parties for a joint business venture so let's go ahead and fill that in right now the dockup editor provides you with several tools you can use to markup and annotate specific sections or areas in your document you can try it out by picking the highlighter from the top toolbar and selecting an area in the document when you release your mouse or trackpad that section will now be highlighted like other fields you'll be able to move or delete this one as well if there's a provision or clause that we think is irrelevant we might want to use the strikethrough tool to cross that piece of text out and finally we can also use the underline tool to draw attention to sections of text so going back to the manage fields panel on the left side of the window it's easy to add date fields that your signers can click into and pre-populate with the current date we also have an initials field that you can add to sections within your document they work just like signature fields which we'll cover a little later with the initials field you'll have the option to add your initials using your cell phone or within a desktop browser by drawing your initials uploading an image or selecting a font based signature generated from several handwriting or classic style fonts to further customize your document dot hubs editor allows you to add images such as marketing assets company logos or pictures as exhibits within your document you'll be able to resize and move those images around the window to get the exact layout that you want you can easily add comments to provisions or sections within your document so i can insert a comment here just reminding anyone who views the document to read everything very carefully use the whiteout tool you'll find in the top toolbar to select sections in your document that you would like to obscure and i can hover over and click into any of the sticky note icons in my document to read or further edit those comments now let's add some text fields in our signature section to capture the full names of our disclosing and receiving parties we'll adjust the font size to make sure the input is clear and readable i'm also going to add some more descriptive field titles finally we're ready to add signature fields so let's go and add signature fields to both of the disclosing and receiving party sections on the right hand side of the window you'll see a section where we'll provide the email addresses of the parties required to sign this document for this example let's make me one of the required signers of this document by checking the box that reads i need to sign this document as we add signers we can hover over the addresses and access the options to edit or delete signers if we need to so now that we've specified who the signers of this document are let's click into the signature fields and start assigning them by default these signature fields are required to finalize a sign request and an asterisk will appear next to these required fields so let's go ahead and also assign the printed full name fields to signers returning to the top of the document let's assign the field for a disclosing party to someone as well now that we're done adding fields and marking up the document we're ready to click the prepare sign request button at the top of the panel on the right hand side of the window you'll notice a number of options when we click on the actions button we can disable or remove signers or we can adjust the order of the signers if that's what our workflow requires we can also add additional signers if needed for the sake of this example we'll ignore the unassigned fields warning for your documents however you should always make sure fields are properly assigned when appropriate scrolling to the bottom you'll see options to add or edit viewers and to specify who receives a final copy of our document adding additional collaborators to the document is very easy you'll just need to enter their email addresses and specify whether or not you want them to be notified by email under options we can customize the email subject line or the email message that our signers receive if needed this is where you can provide additional instructions at the very bottom you can adjust the frequency of the reminders your signers receive these automated reminders ensure that your signers action your sign requests on a timely basis now since everything looks good we'll go ahead and click the send request button since i made myself one of the required signers i'll need to provide my signature i'll need to click on the check box that indicates that i agree to use electronic records and signatures next i'll click on the let's do this button at the top of the window on the right hand side there is a next field button that will click that will scroll the window to where the next field that requires my input is located by clicking on the sign here button a pop-up will appear with several options available to us to sign this document you can use your cell phone's qr code scanner or input your phone number to receive a link that can be opened on your phone where you can provide a signature by drawing it with your finger on a desktop web browser you can also provide your signature by drawing it using your mouse or trackpad you can also upload an image file containing your signature and finally you can also select from an assortment of font-based signatures for this example i'm using a desktop web browser and i'll be drawing my signature using a mouse now that i've provided my signature i'll also input my name into the receiving party full name field with that done i can now click on the finalize button which is present both on the current field and also at the top of the window on the right hand side everything looks good to me so i'm going to click the finalize document button keep in mind that once i finalize the document i will not be able to make any further changes and also this action can't be undone as a receiving party of this nda i've now fulfilled my obligations let's imagine that i'm logged in as the other required signer of this document for the purposes of this nda i'm now the disclosing party i'm going to go ahead and type in my name into the disclosing party field at the top of the document scrolling down to the next required field i'll now sign my name once again i'll draw my signature using a mouse once that's done i'll input my name into the disclosing party full name field and since everything looks good i'll also now click the finalize document button the same reminder is displayed again reminding me that once i finalize this document further changes won't be possible and most importantly this can't be undone this time i'll include a short personalized message to the document sender when that's done i'll click the finalize document button and with that i've shown you how to documents app for google drive how to open a file in the document editor and how to use several types of fields and annotations i've also shown you how to prepare and complete a sign request thank you so much for joining me today our team at doc hub is working hard to build new features so we can provide our users with the best experience possible you can start using dot hub right now for free and with our pro plan you get unlimited documents unlimited eSignatures unlimited sign requests and unlimited saved signatures you also gain access to additional tools priority technical support and so much more hopefully doc hub's powerful features and the walkthrough have given you an idea of the possibilities and opportunities available with your existing workflows if you and your company would like help converting your manual paper-based workflows to digital using eSignatures please send us an email at sales dot hub.com thanks again from all of us at dot hub and we're looking forward to being the solution for all of your document signing needs