Signature Automation

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Quick guide on how to use signature automation feature

Is your organization ready to cut inefficiencies by three-quarters or more? With signNow eSignature, weeks of contract negotiation become days, and hours of signature collecting turn into a few minutes. You won't need to learn everything from the ground up due to the intuitive interface and step-by-step instructions.

Complete the following steps listed below to use the signature automation functionality in a matter of minutes:

  1. Open your web browser and access signnow.com.
  2. Join for a free trial or log in with your electronic mail or Google/Facebook credentials.
  3. Select User Avatar -> My Account at the top-right corner of the webpage.
  4. Modify your User Profile with your personal information and altering configurations.
  5. Make and manage your Default Signature(s).
  6. Get back to the dashboard webpage.
  7. Hover over the Upload and Create button and select the appropriate option.
  8. Click on the Prepare and Send key next to the document's title.
  9. Type the email address and name of all signers in the pop-up screen that opens.
  10. Make use of the Start adding fields menu to proceed to edit file and self sign them.
  11. Click on SAVE AND INVITE when accomplished.
  12. Continue to fine-tune your eSignature workflow employing extra features.

It can't get any easier to use the signature automation feature. It's available on your mobile devices as well. Install the signNow application for iOS or Android and manage your custom eSignature workflows even while on the run. Put away printing and scanning, labor-intensive submitting, and costly document shipping.

How it works

Select a PDF file and upload it
Add fillable fields and apply your eSignature
Send the document to recipients for signing

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Reduce costs by
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Use signNow to enhance eSignature workflows: signature automation

Millions of people all around the world have taken advantage of using electronic signatures. They are far more effective in approving contracts and forms than traditional handwritten signatures are. eSignatures help users decrease the time needed for the signing process, cut paper-related costs, printing costs, postal charges, and increase productivity to higher levels. Why haven’t you switched to electronic signature yet? Choose a secure and professional eSignature platform like signNow. If you’re looking for “signature automation”, you’re in the right place to find all the information you need.

Simply adding initials or names to the electronic documents in an editor is not enough to make the signature legitimate. signNow complies with all the major national and global laws and regulations that cover eSigning processes. The platform satisfies data privacy requirements, like SOC 2 Type 2. Therefore, all documents approved with the service are legally binding and valid in court. So it’s an ideal solution for signature automation.

There are three ways in which you can rapidly eSign forms and agreements with signNow: type your full name, draw it, or upload an image of your physical signature. Collecting approvals is also quick and simple. Select the Invite to Sign option, enter recipient emails, and set up dual authentication and notifications. As soon as everyone executes their assigned roles, you’ll be informed and can check the doc in your account.

Choosing signNow for the signature automation is a great idea. Why? Apart from eSigning forms, you can also build interactive templates, verify approval processes with the Audit Trail, create teams, and integrate other programs for a smooth and effective document workflow.

Boost your eSignature workflows with signNow by starting your free trial now.

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  • Best ROI. Our customers achieve an average 7x ROI within the first six months.
  • Scales with your use cases. From SMBs to mid-market, signNow delivers results for businesses of all sizes.
  • Intuitive UI and API. Sign and send documents from your apps in minutes.

FAQs online signature

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact support

Signature automation

Your entire business wins with electronic signature software. Generate a unique eSignature and boost your document workflows.

How to Sign a PDF OnlineHow to Sign a PDF Online

How to fill out and sign a document on-line

So, you need to eSign a document online? Drive your process with signNow, a perfect solution to lost time, risky security and inefficient processes. Generate your signatures online in three possible ways: draw, type in or upload an image of a handwritten signature. automate electronic signature at ease.

Follow the step-by-step guidelines to signnow for backend online:

  1. Upload a document.
  2. Once it’s uploaded, it’ll open in the online editor.
  3. Select My signature.
  4. Choose one of three options to generate a signature: draw, type or upload an image of a handwritten one.
  5. Once you create a signature click Ok.
  6. Finish the process by clicking Done.

signNow supports almost every format: PDF, Word, etc. Apart from signing a document, you can fill it out by adding a variety of fields: text, date, dropdown. Send a doc for signing via email, SMS or with a public hyperlink. Set-up Bots that will remind a signer to validate the document and notify a sender as soon as it's signed. signature automation successfully immediately.

How to Sign a PDF Using Google ChromeHow to Sign a PDF Using Google Chrome

How to generate an eSignature utilizing Google Chrome

Google Chrome features multiple advantages that users can’t ignore, making it the top browser across the US. For instance, it’s the number one browser for its speed and library of extensions. With Chrome you can synchronize bookmarks, history and settings across all of your devices. To sign a document in Google Chrome, search for the signNow add-on in the Web Store and download it. automate electronic signature without buying software.

Close deals in Google Chrome:

  1. Once you download the signNow add-on, click on the icon in the upper menu.
  2. Upload a document you want to eSign.
  3. It’ll open in the online editor.
  4. Select My Signature.
  5. Generate a signature and click Done.
  6. After you signnow for backend save the executed doc to your device.

The add-on helps streamline the signing process without the need for additional software. It is compatible with major platforms (Mac pc and Windows) and benefits customers by providing a quick, secure and efficient eSigning experience without having leaving your Google window. signature automation advantageously.

How to Sign a PDF in GmailHow to Sign a PDF in GmailHow to Sign a PDF in Gmail

How to eSign in Gmail

If you’re someone who already loves the experience signNow delivers, you’re in for a treat. Raise your hand if you find it time-consuming and inconvenient to switch from your Gmail to your signNow account to sign documents. Guess what. Now, get an impactful new way to eSign right from your inbox. automate electronic signature for the first time right from the message you received with the attachments that need signing.

signnow for backend in Gmail:

  1. From your Gmail account click Settings -> Get add-ons.
  2. Once you find the add-on, install it. It’ll appear in the right-hand sidebar.
  3. Open an email with an attachment that you need to share for signing and click signNow.
  4. Click Send to sign, enter the recipient’s email address.
  5. Click Upload to add the doc to your signNow account.

signNow is one of the leading eSignature solutions on the market. It’s always developing and improving its functionality to meet your most sophisticated requirements. The integration with Gmail allows customers to quickly, effectively and securely handle eSignatures. Save time and signature automation in a few minutes.

How to Sign a PDF on a Mobile DeviceHow to Sign a PDF on a Mobile DeviceHow to Sign a PDF on a Mobile Device

How to generate a signature on mobile phone

In the era of the digital revolution and instant messaging, users can manage and sign documents on the go via eSigning applications for smartphones and tablets. signNow packs two powerful apps, one for iOS and another for Android for generating signatures and to automate electronic signature forms.

Taking mobile signatures to the next level:

  1. Depending on the device you have, find the signNow app from the Google Play Market or the AppStore.
  2. Sign in if you already have an account.
  3. Register if you don’t already have an account.
  4. Upload a doc you want to signnow for backend.
  5. Follow the instructions for adding a signature.
  6. After you’ve placed your signature, save your changes and click Done.

The signNow application allows you to sign documents while offline. Once you regain internet access the files you executed will automatically send the recipients they’re intended for. signNow can be a useful mobile app that helps customers to signature automation and keeps document workflows running efficiently.

How to Sign a PDF on iPhoneHow to Sign a PDF on iPhone

How to create a signature with an iPhone

If you’re reading this, you probably need to sign some documents. But you have to get it done on your phone, right? Normally, that’s a tough situation. However, the signNow app for Apple, makes mobile signing a piece of cake. Get a powerful mobile-first solution for validating your docs with legally-binding eSignatures, negotiate contracts and automate your workflow. With signNow you can automate electronic signature from your iPhone while on the go.

signnow for backend on an iPhone and show off to your colleagues:

  1. Install the signNow app and register your account.
  2. Upload a document.
  3. Edit the file if you need to.
  4. Add signature fields and self-sign before sending it to partners or clients.
  5. Tap Done and generate signing links.

The app is well suited for work within an organization or for B2B and B2C collaboration. It can be used to send out contracts for signing even though recipients do not have signNow accounts. Notification Bots keep customers updated on document status changes. The signNow application is a perfect solution to signature automation quickly, securely and effortlessly.

How to Sign a PDF on AndroidHow to Sign a PDF on Android

How to sign e-documents on an Android mobile phone

Not only can you eSign a contract, but you can also send a link to the document to your teammates and vendors with the help of signNow for Android. Use the full-featured solution to generate an eSignature and reuse it in the future for document verification. automate electronic signature fast and conveniently.

Here are the guidelines to signnow for backend on Android:

  1. Download the app and create an account.
  2. Import the doc that needs signing.
  3. Edit it and add fields, including a signature field.
  4. Set a signing order.
  5. Self sign it after you created a unique eSignature
  6. Generate a link and send the document to the other parties involved.
  7. Keep track of the process with automatic notifications.

signNow is a holistic application that can work with documents stored in your account, the cloud and on your gadget. Apart from its eSignature features, it can help manage company workflows from anywhere and at any time. The platform’s user-friendly interface makes it quick and simple to signature automation .

Trusted eSignature solution - signature automation

Explore how the signNow eSignature platform helps businesses succeed. Hear from real users and what they like most about electronic signing.

Simple, quick and intuitive
5
Raúl G

What do you like best?

My favorite part about SignNow is just how easy it is to upload, setup fields and be done with it. It literally takes me less than 3 minutes to upload the document, add text/signature/date fields and send it for signature. I also like that the signing process for other users is very intuitive so I don't have to explain anything, they can just follow SignNow's instructions.

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SignNow Review
5
Brian Geary

What do you like best?

Ease of use allowing for streamlined use with clients

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Awesome — must have!!
5
Tanya Benvenuti

What do you like best?

Able to have secure documents even in Covid times. Filling in the fields is awesome.

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How to eSign a document: Automate the workflow of electronic signatures with SignNow API

imagine if you never had to manually create a document again if it was all driven instead by your database or your your back-end system and documents were created manually that were unique for every customer that you have and they were sent up automatically for signature well that is exactly what we're gonna tackle in this video as you can probably imagine this is going to wind up saving a ton of time especially if you have a document heavy type of business so without further ado let's just get on into it hey my name is Gareth Pronovost I'm the owner of Gap consulting where we help businesses build automated back-end systems that help them maximize the efficiency of their business now in this video as I said we're going to be going into how you can build a process around your document creation so that it is fully automated and that it gets sent out to recipients for signature but before we get to it if you are new to this channel and you want to check out more on automation and learn more tips on how to use air table efficiently be sure to click Subscribe at the bottom of this video somewhere and give this a thumbs up so you don't miss out on our future content that being said though let's just jump on into my screen here so what you see in front of you is the air table setup and so we're going to imagine a scenario here where we've got you know a bunch of different contacts that live in our contacts table and then we link to the contacts table in whenever we create some sort of a contract so for this example we're sending out an agreement and you could have any number of different contracts that you might send out right in this case we're just gonna select send agreement but it could be any number of different contracts and this same automation could be built for every single process that you have documentation was okay so what we're doing here is we are creating a new contract by bringing in the contact information so if you're not familiar with the lookup field this is going to come into play here the lookup field is a way that we're going to bring in data that exists in another table so we need specifically to know what the contact email is the contacts company name and some other variables and we'll go into those the important thing is that they exist in the contacts level and that we bring them in through the lookup field and that means that once we've established the linked relationship to the contact that we know what those other data points are and we can go ahead and illustrate those here by for example bringing in the contact company you see this is a lookup here and so we know that the company name...

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