Fax Visitor Signatory with airSlate SignNow

Fax visitor signatory

hi and welcome to getting started with hello sign our essentials plan my name is kate i'm a customer success program manager and i'm going to be walking you through our web app today within our essentials plan so a quick overview of what we're going to be taking a look at we're going to look at creating a signature request we're also going to take a look at how to streamline those requests by using templates we'll flip it around to take a brief look at the signer experience and then jump back into our demo where we'll look at where you can track your documents as well as set your settings before we dive into the demo i do want to point out the great flexibility you're getting as a user not only are you getting amazing flexibility within our hello sign editor by being able to add truly customized experiences for your signers but you're also getting the transaction trail between all signing parties so you're truly able to track all activity that happens on your documents you're also getting flexibility for your signers your signers are going to be able to sign their documents anywhere that they happen to be so if they're at their laptop or desktop or even on their smartphone and on their tablet if you are using our feature template links you can even set up in-person signing on your tablet so let's jump into our demo and take a look at some of these features in action here within your login screen you're automatically going to see your two options to sign or send and create a template this is how you can easily jump into the requesting process before we dive in there let's take a look at a little bit of navigation so in your upper right hand corner of your home screen you're going to see your login email in your drop down menu you're going to see create a signature if you haven't already as well as the remaining signature requests that you have which is going to be unlimited requests as well as the remaining templates you have available to yourself and then of course you can jump into your settings let's go ahead and create our signature here we're going to have three different options the first being drawing in your signature you can also type in your signature if you're typing in your signature you can select from a couple of different fonts so if you're trying to find something that is a little closer to your handwriting or a little bit fancier and then you also have the option to upload a photo directly from your computer so let's go ahead and select our default signature now if you hover over your login email you'll see that default signature that you have selected just to the left of that you'll see you can easily jump into the requesting process as well with this signed documents and then here all the way on the left hand side you'll see you also have the option to jump into your requesting flow by selecting signed documents you'll also see you have your template management center here and your documents management center here as well as any of our out of the box integrations we're going to take a closer look at all of those options after we go through creating a signature request so let's go ahead and select sign or send your first step here is going to be uploading the file or files you'd like for your signers to sign so you're going to be able to upload directly from your computer here or you can add a template which you've already created you're also going to be able to use any of your file sharing services such as dropbox or google drive or you have a simple drag and drop for this i'm going to go ahead and upload from my computer so i'm going to select a sample sales agreement and then i'm also going to select one more which is going to be a sample nda now that i've created my packet what i want to do is make sure that these are in the correct order so if i want my nda to go first what i can do is easily rearrange these by dragging and dropping them into a new order once i've got them in the correct order i can now select next now i need to add my signers so let's go ahead and add our first signer's name and email address and to add another signer simply select add another signer so now you'll also see at the very bottom here i have set signer order so this allows you to determine who on your list is going to sign first second third and so on if you do not need to have a dedicated signer order all you need to do is let that stay unchecked and everyone on your list will get the email as it is sent to their email provider and they can sign whenever they're able to now one more thing i want to point out before we move on is the option for i'm the only signer now this is going to allow you to go ahead upload your documents just like we did with our sales agreement and our nda and then only add your own information on here so if you needed to maybe send a letter out to your entire company with your signature on it this is how you're going to be able to do that it's just going to bypass this step of adding your signers all right so let's go ahead and select next in the upper right hand corner and now we'll be moved into the third step which is placing our fields down here within the hello sign editor you're going to have all of your standard fields here on the left hand side of your editor starting with your signature and going all the way down to your check box so let's place a few fields down i'm going to start with my text box down here towards the bottom here i'm going to go ahead and click in my name field and i can also move that to exactly where i'd like it with a simple drag and drop and if i need to resize i'm able to do so by using the bottom right hand corner and pulling it further out if i needed to make this larger for example if i needed a paragraph of information i'm able to do so as well now you'll notice on the right hand side you have a few more options available to you first being assigned to so here with this drop down i can select who needs to fill this particular text box out i can leave that assigned to andy i can update it to tyler or i can edit my signers entirely so if i wanted to make sure that everything was spelled correctly i had the right email address i'm able to do so with this option i'm also able to swap out signers or add signers i can remove any of the signers i already have as well as a sign signer order directly here in my edit signers pop-up our text boxes are going to default to required if you need to toggle this off you're able to do so and then you'll see we have our placeholder text placeholder text is something i like to refer to simply as help text so here if i did not have the name populated here to prompt my signers as to what i wanted i can easily use my placeholder text and put name now this is going to populate for my signers so they know exactly what i'm looking for when they come to fill this particular box out i'm also able to update my font as well as my font size and i have the option for validation so if i want to make sure that specific information is going in here for example i'm requesting a name maybe i want to make sure that there are letters only there so i can select letters only if my signer enters in a random three then they will get a notification letting them know uh that they need to correct and have letters only all right let's place another text box down and you'll notice that the system has remembered exactly what field i had already selected which was the text box exactly the resize of it and who it was assigned to so i'm going to resize this again and place that back to andy and lastly let's place one text box here and since maybe this is information i'm already going to know what you can do is actually use your assigned to and select me now this is going to allow you as a requester to enter in information that will pre-populate for your signers so maybe i'm going to do an on-site visit for viewing now when both my signers come to fill this out they will already see this information this can also be used say if i wanted to pre-populate my signers names i could do that as well so now i want to move on and point out another feature here which is our initials feature here this allows me to add a little bit more emphasis on specific passages on my document for example if i wanted to go ahead and have my signer sign off on these two specific path passages i'm able to do so with these initials this is a great resource if you need them to sign off on every page maybe you have specific terms that you need your signers to sign off on these initials are a great option there moving further down we have our signature field so here i'm going to go ahead and place my first signature and remember the system is still remembering who i last selected to be assigned to those fields so it's automatically populating andy here i can go ahead and place this down and update this to tyler and now i want to grab my date signed your date signed as you can see is under our auto fill fields so this is going to be a default field it will automatically populate with this date that the signer is working on and completes this particular document next up i want to use this space here to point out a few of our additional features one being our check box so here with the check box i'm just going to place a few down so i have four check boxes here they're not in the best grouping order so what i'm going to do is i'm going to use a simple drag and drop and lasso these together now i have some additional options along the top of my right hand side editor so i can use these to snap them into alignment to have a more polished and professional look i also have the option now to group these check boxes together so they're now dependent upon each other so now i can select how many my signer needs to be required to check off so maybe it's zero maybe it's one as well as a maximum so if you are wanting to use check boxes for self-identification purchases such as mr mrs doctor what have you you're able to do so by using this particular option of minimum one maximum one or you can do a variation of all of them next i want to point out the rest of our autofill fields here so first i'm going to select my name here i'm going to place this down and now i'm going to update this to andy and let's place the email as well email addresses can tend to be a little longer so i'm going to go ahead and update that to be a longer and then i'm going to have my company as well as my title now we'll notice these aren't in the best alignment either so i can use that simple lasso move again and snap those into alignment as well now with your auto fill fields these are going to auto populate based on the information that you have already entered in for your signers information for example you've already put in their name and email the company and title will automatically be pulled from their profile within hello sign so if they are already are a hello sign customer and they have their profile filled out these will automatically populate if they do not have their profile filled out or they're not a hello sign customer not to worry these will populate as regular text boxes you'll see the company line there as well as the title so the signer will know exactly what to fill out one last thing i wanted to point out here and i'm just going to place a few of these down here so i'm going to place my address and my city and let's do a zip and these are all assigned to andy now we'll notice that we have our seller's information which is going to be the exact same information that we need from our buyer so what i'm going to do again i'm going to use that little lasso move there and with a quick shortcut of copy and now paste i can now drag this down to where i need that information again keeping them grouped together i can now update those all to tyler this can be very helpful when you're working with repetitive information so you don't have to keep creating those same text boxes or any of the other fields that we already have all right once you've placed all of your fields down go ahead and select next in the upper right hand corner and you now are on your last step of simply reviewing your signers information as well as being able to add a cc if you have this enabled adding a cc allows you to include someone on the email chain of the hello sign request so this individual will receive an email that the request has been sent and then once it has been completed by all parties they will receive an email letting them know that the request has been completed and they will receive a finalized pdf copy this is something that you will have to enable within your settings and we will take a look at that when we get to our settings portion and now we just need to enter in our title so let's do a agreement for purchase if you'd like you can add an additional message which will populate within your email all right once you're ready go ahead and send for signature you're redirected back to your home page and you can easily jump to your documents with your notification across the top or simply jump into your documents from your main navigation menu along the left hand side now before we go ahead and look at the signing experience let's take a look at how we can streamline what we just walked through by the process of using templates so i'm going to jump into our templates section from the main left hand side menu and you'll see we have two different options for your templates the first being create a standard template here which can be customized to every signer you have assigned on this particular document so you can have more than one signer this is also going to go through the standard hello sign emailing process so your signers will receive an email from hellosign and they will then be able to sign their document the second option here is create a link this is going to create a template link which allows you to then get that template to your signers however you see fit so if you would like to put this in a personal email you're able to do so or maybe you want to put this directly on your website and as i mentioned when we first started out today you're also able to use these for in-person signing if you're using a template it is important to note that template links are going to be for single signers only so it is going to be the same process every single time for the purpose of this demo we're going to go ahead and create a standard template and just like we just walked through a lot of these steps are going to be almost entirely identical so first step add in your document so i'm going to upload that nda again you can upload additional documents if you'd like to create a packet just like we did before once you've uploaded everything you can go ahead and select next and add your roles now since you know in theory who these individuals are but not exactly the individual themselves you need to come up with their role you can have signer one sign or two maybe you want to do something more specific to your specific document for example if you're using a permission slip for children maybe you want to use guardian and teacher for this i'm going to use visitor new visitor 1 and visitor 2. i have the same options as before set signer order and so now i'm going to go ahead and select next to place our fields down now everything looks exactly the same as what we just walked through the only difference is is there's going to be an option here so i'm going to grab my text box and place this down and as we looked at before with a one-off send you're able to actually enter in this information as the requester well for this template this is information that i know my requester is going to know prior to sending and we want to make this customized to our signers so what we're going to do now with our assign to is drop this dem and select sender now i'm going to use my merge field here all the way down to the bottom on the right hand side and put in the information that i need to be filled out within this field so i'm going to say name of visitor 1. i can add another here under my second name here if i want and i can do sender let's resize that and again let's do visitor 2. now what i can do is go ahead and enter in some additional text boxes for my signers to fill out so maybe we want this to be visitor 1 we'll keep this to visitor 2 here we can scroll down and add in our signatures once you've placed all of your fields down go ahead and select next we're in that final step again all you need to do is review your signer roles if you need to use that cc option you're able to and title your template so i'm going to do nda and now i can save my template and then i do want to jump back to our home page here you can also jump into that flow directly from the home page by selecting create a template it will automatically take you through that creating a standard template flow now to use the template we just used without having to go to our template or document section i can go to sign or send i can add a template i can select that nda move on all i need to do is go ahead and enter in my signers information and my second signer now i can select next i can review my signers i can easily go ahead and enter in the name of visitor 1 the name of visitor 2. if i'd like i can update my title here and i can add an additional message and i can go ahead and send for signature so you can see how using a template can really streamline that process by being able to still have that customization but skipping that entire editing step it's already set up for you so go ahead and be able to use it over and over and still being able to use that customization all right let's go ahead and take a look at the signing experience so i'm gonna pull up that email that i sent uh when we sent off our first request so now we see we have this email from andy jones to sign our agreement for purchase so i'm going to go ahead and open up this request i see i have my message here please complete before your visit so i can select review and sign in the upper left hand corner with this kebab menu you are going to see that your signers do have this option to decline this is going to allow your signers to provide a reason for declining to sign this particular document the requester as well as anyone who has been cc'd will receive an email notification with this information now you can easily get started by automatically going to the first field that you see or you can select get started when you use the get started button it automatically takes you to the very first field that you are assigned to and you can see how many fields you have left so let's go ahead and put our name down here we see we already have the on-site visit information populated that we did for the me now when we filled that out and then we have our next field which is our initials so now i have the option to insert my initials in the one location that i have just clicked in or if i have more locations i can select insert everywhere now i can move on to my next field and i'll go ahead and click to sign again i already have saved signatures so i can already have that populate here however if i did not i would have those same options to draw in type in or upload so let's go ahead and insert now we come to our auto fill fields so we see that that's automatically populated by the information that i had within my hello sign account associated with this email now if i needed to i could update this because i'm definitely not the ceo of hello sign so i can update this to let's do program manager if this was requested anywhere else on the document that update would automatically populate in those subsequential fields as well now i can select next and on to my next field i can continue to fill out the fields required by me once i have filled out all of my fields i will see a notification along the top and i can select continue you have your hello sign terms of service if your signers would like to click into they are able to and then they can select i agree you're redirected to your thank you for submitting your documents page and they have completed the signature request back into our demo account let's go ahead and jump into our documents section so within your document section you're going to see all the requests that you have worked on you can drill into them based on their status and then you can also jump into your templates and your drafts so for here i'm taking a look at this out for signature agreement that we just sent if i click anywhere in this general vicinity i'm going to get a slide out menu and i can see exactly who has already signed and who still needs to sign i can see the subject as well as any message that i have provided within my email with my quick actions drop down menu i'm going to be able to rename this document i can download the pdf i can also preview so i can see what progress has already been made so i can see all of the information that andy has already filled out and you'll also be able to automatically see the transaction audit trail so you'll have your document history there and you'll be able to track all of the movements back in your document section you'll also see you have the option to edit and resend and you can send reminders you have the option to send manual reminders through this process but we also have the option to set up automated reminders that go out three and seven days after you have sent your request and your signer has not signed jumping into our template section i do want to point out you do have the same options here you have a quick slide out menu here as well as your quick actions so if you need to edit or duplicate or use this template you're going to be able to do so with this quick actions drop down moving into our integration section here this is going to show you all of our out of the box integrations that you're able to set up by simply selecting activate and following the prompts if you are interested in something like our hello sign for salesforce you would need to reach out to our sales team to set up the additional subscription and then if you're interested in your own integrations you do have the option to use zapier to create those connections now let's go ahead and pivot and jump into our settings so from my login email i'm going to go ahead and select my settings now you're first going to be automatically taken to your business features i do want to point out you will see this upgrade to unlock so these are going to be features that are available um on plans starting on our business plans it just provides a little bit of branding and customization for your emails moving into your profile this is going to be where you can store all of your own personal information as well as manage your notifications so here you can update your name as well as your language your company your role as well as your date format your time zone and then also your notifications here i highly recommend coming here and setting up what notifications you would like to receive and not receive this is also going to be where you can set up your reminders again those will go out automatically three and seven days after you've sent your original request email pdf copies is going to be the next option here if you want to be able to enable that cc option you will want to make sure you have the second option uh checked off this will enable the ability to cc individuals on your requests then you're also going to have the option for your two-factor off you can set up the sms verification or you can set up the google authenticator you also have the ability to enable e-sign disclosure e-sign disclosure requires your signers to opt in to the e-signing process before even being able to enter in and information on the document you also have the ability to look at your account activity and of course you want to make sure that if you do make any changes scroll all the way to the bottom and select save scrolling all the way back up to the top we've already taken a look at our integrations i do want to point out very briefly our api here if you are interested in testing out the api you are able to do so for free you can come here and grab create a key and you can go ahead and test it out for yourself and then lastly we have our billing so your billing section is going to tell you exactly what plan you are on how many requests you have as well as your templates you'll be able to see your card that you have on file and manage that as well as view any of your invoices and receipts hellosign does not proactively send these out so if you do need to grab a copy please go ahead and come to your billing section all right so as we wrap up i do want to point out some resources available to you so you can always jump on our online community it's a great place to connect with other users uh such as yourself as well as other hello sign experts and of course you can always check out our help center it has a library of articles but also short tutorial videos uh that walk you through specific features as well as other webinars that you're able to attend live and then of course you can always reach out to our support team at support hellosign.com i want to thank you all for joining us today and please enjoy the rest of your day happy signing