Prove eSign Order with airSlate SignNow

Remove paperwork and improve digital document processing for increased efficiency and endless opportunities. Enjoy the perfect manner of running your business with airSlate SignNow.

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Get your document eSigned by multiple recipients.
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Get the robust eSignature capabilities you need from the solution you trust

Choose the pro platform designed for pros

Whether you’re presenting eSignature to one department or throughout your entire company, this process will be smooth sailing. Get up and running quickly with airSlate SignNow.

Configure eSignature API with ease

airSlate SignNow works with the apps, services, and devices you currently use. Effortlessly integrate it right into your existing systems and you’ll be effective instantly.

Collaborate better together

Enhance the efficiency and productiveness of your eSignature workflows by offering your teammates the capability to share documents and templates. Create and manage teams in airSlate SignNow.

Prove esign order, in minutes

Go beyond eSignatures and prove esign order. Use airSlate SignNow to negotiate agreements, gather signatures and payments, and automate your document workflow.

Decrease the closing time

Remove paper with airSlate SignNow and minimize your document turnaround time to minutes. Reuse smart, fillable templates and send them for signing in just a few clicks.

Keep important information safe

Manage legally-binding eSignatures with airSlate SignNow. Operate your business from any area in the world on nearly any device while maintaining top-level security and conformity.

See airSlate SignNow eSignatures in action

Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

Try airSlate SignNow with a sample document

Complete a sample document online. Experience airSlate SignNow's intuitive interface and easy-to-use tools
in action. Open a sample document to add a signature, date, text, upload attachments, and test other useful functionality.

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airSlate SignNow solutions for better efficiency

Keep contracts protected
Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to prove esign order.
Stay mobile while eSigning
Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and prove esign order later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly prove esign order without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.
Generate fillable forms with smart fields
Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.
Close deals and get paid promptly
Collect documents from clients and partners in minutes instead of weeks. Ask your signers to prove esign order and include a charge request field to your sample to automatically collect payments during the contract signing.
Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month

Our user reviews speak for themselves

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Kodi-Marie Evans
Director of NetSuite Operations at Xerox
airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.
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Samantha Jo
Enterprise Client Partner at Yelp
airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.
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Megan Bond
Digital marketing management at Electrolux
This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.
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Why choose airSlate SignNow

  • Free 7-day trial. Choose the plan you need and try it risk-free.
  • Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
  • Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
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Your step-by-step guide — prove esign order

Access helpful tips and quick steps covering a variety of airSlate SignNow’s most popular features.

Leveraging airSlate SignNow’s eSignature any company can increase signature workflows and sign online in real-time, supplying a greater experience to consumers and workers. prove esign order in a few simple actions. Our handheld mobile apps make working on the move possible, even while offline! Sign documents from anywhere in the world and close up trades quicker.

Follow the step-by-step guideline to prove esign order:

  1. Log on to your airSlate SignNow profile.
  2. Find your record within your folders or upload a new one.
  3. the template and edit content using the Tools menu.
  4. Drop fillable fields, add text and eSign it.
  5. Include several signers via emails and set the signing order.
  6. Indicate which individuals will receive an completed version.
  7. Use Advanced Options to restrict access to the template add an expiration date.
  8. Click on Save and Close when finished.

Furthermore, there are more enhanced capabilities accessible to prove esign order. Add users to your shared digital workplace, browse teams, and keep track of cooperation. Millions of users across the US and Europe recognize that a solution that brings everything together in a single cohesive work area, is exactly what organizations need to keep workflows working smoothly. The airSlate SignNow REST API enables you to embed eSignatures into your application, internet site, CRM or cloud. Try out airSlate SignNow and get faster, smoother and overall more effective eSignature workflows!

How it works

Access the cloud from any device and upload a file
Edit & eSign it remotely
Forward the executed form to your recipient

airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

Edit PDFs
online
Generate templates of your most used documents for signing and completion.
Create a signing link
Share a document via a link without the need to add recipient emails.
Assign roles to signers
Organize complex signing workflows by adding multiple signers and assigning roles.
Create a document template
Create teams to collaborate on documents and templates in real time.
Add Signature fields
Get accurate signatures exactly where you need them using signature fields.
Archive documents in bulk
Save time by archiving multiple documents at once.

See exceptional results prove esign order with airSlate SignNow

Get signatures on any document, manage contracts centrally and collaborate with customers, employees, and partners more efficiently.

How to Sign a PDF Online How to Sign a PDF Online

How to fill out and eSign a PDF online

Try out the fastest way to prove esign order. Avoid paper-based workflows and manage documents right from airSlate SignNow. Complete and share your forms from the office or seamlessly work on-the-go. No installation or additional software required. All features are available online, just go to signnow.com and create your own eSignature flow.

A brief guide on how to prove esign order in minutes

  1. Create an airSlate SignNow account (if you haven’t registered yet) or log in using your Google or Facebook.
  2. Click Upload and select one of your documents.
  3. Use the My Signature tool to create your unique signature.
  4. Turn the document into a dynamic PDF with fillable fields.
  5. Fill out your new form and click Done.

Once finished, send an invite to sign to multiple recipients. Get an enforceable contract in minutes using any device. Explore more features for making professional PDFs; add fillable fields prove esign order and collaborate in teams. The eSignature solution supplies a reliable process and runs in accordance with SOC 2 Type II Certification. Be sure that all of your information are protected so no one can change them.

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

How to eSign a PDF in Google Chrome

Are you looking for a solution to prove esign order directly from Chrome? The airSlate SignNow extension for Google is here to help. Find a document and right from your browser easily open it in the editor. Add fillable fields for text and signature. Sign the PDF and share it safely according to GDPR, SOC 2 Type II Certification and more.

Using this brief how-to guide below, expand your eSignature workflow into Google and prove esign order:

  1. Go to the Chrome web store and find the airSlate SignNow extension.
  2. Click Add to Chrome.
  3. Log in to your account or register a new one.
  4. Upload a document and click Open in airSlate SignNow.
  5. Modify the document.
  6. Sign the PDF using the My Signature tool.
  7. Click Done to save your edits.
  8. Invite other participants to sign by clicking Invite to Sign and selecting their emails/names.

Create a signature that’s built in to your workflow to prove esign order and get PDFs eSigned in minutes. Say goodbye to the piles of papers sitting on your workplace and begin saving time and money for extra significant activities. Selecting the airSlate SignNow Google extension is a smart practical decision with a lot of benefits.

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

How to eSign an attachment in Gmail

If you’re like most, you’re used to downloading the attachments you get, printing them out and then signing them, right? Well, we have good news for you. Signing documents in your inbox just got a lot easier. The airSlate SignNow add-on for Gmail allows you to prove esign order without leaving your mailbox. Do everything you need; add fillable fields and send signing requests in clicks.

How to prove esign order in Gmail:

  1. Find airSlate SignNow for Gmail in the G Suite Marketplace and click Install.
  2. Log in to your airSlate SignNow account or create a new one.
  3. Open up your email with the PDF you need to sign.
  4. Click Upload to save the document to your airSlate SignNow account.
  5. Click Open document to open the editor.
  6. Sign the PDF using My Signature.
  7. Send a signing request to the other participants with the Send to Sign button.
  8. Enter their email and press OK.

As a result, the other participants will receive notifications telling them to sign the document. No need to download the PDF file over and over again, just prove esign order in clicks. This add-one is suitable for those who like focusing on more valuable things as an alternative to wasting time for absolutely nothing. Enhance your day-to-day monotonous tasks with the award-winning eSignature platform.

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

How to sign a PDF file on the go without an app

For many products, getting deals done on the go means installing an app on your phone. We’re happy to say at airSlate SignNow we’ve made singing on the go faster and easier by eliminating the need for a mobile app. To eSign, open your browser (any mobile browser) and get direct access to airSlate SignNow and all its powerful eSignature tools. Edit docs, prove esign order and more. No installation or additional software required. Close your deal from anywhere.

Take a look at our step-by-step instructions that teach you how to prove esign order.

  1. Open your browser and go to signnow.com.
  2. Log in or register a new account.
  3. Upload or open the document you want to edit.
  4. Add fillable fields for text, signature and date.
  5. Draw, type or upload your signature.
  6. Click Save and Close.
  7. Click Invite to Sign and enter a recipient’s email if you need others to sign the PDF.

Working on mobile is no different than on a desktop: create a reusable template, prove esign order and manage the flow as you would normally. In a couple of clicks, get an enforceable contract that you can download to your device and send to others. Yet, if you want a software, download the airSlate SignNow app. It’s comfortable, quick and has an excellent interface. Enjoy smooth eSignature workflows from your office, in a taxi or on a plane.

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

How to sign a PDF utilizing an iPhone

iOS is a very popular operating system packed with native tools. It allows you to sign and edit PDFs using Preview without any additional software. However, as great as Apple’s solution is, it doesn't provide any automation. Enhance your iPhone’s capabilities by taking advantage of the airSlate SignNow app. Utilize your iPhone or iPad to prove esign order and more. Introduce eSignature automation to your mobile workflow.

Signing on an iPhone has never been easier:

  1. Find the airSlate SignNow app in the AppStore and install it.
  2. Create a new account or log in with your Facebook or Google.
  3. Click Plus and upload the PDF file you want to sign.
  4. Tap on the document where you want to insert your signature.
  5. Explore other features: add fillable fields or prove esign order.
  6. Use the Save button to apply the changes.
  7. Share your documents via email or a singing link.

Make a professional PDFs right from your airSlate SignNow app. Get the most out of your time and work from anywhere; at home, in the office, on a bus or plane, and even at the beach. Manage an entire record workflow effortlessly: create reusable templates, prove esign order and work on PDF files with business partners. Transform your device right into a effective enterprise instrument for closing deals.

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

How to sign a PDF using an Android

For Android users to manage documents from their phone, they have to install additional software. The Play Market is vast and plump with options, so finding a good application isn’t too hard if you have time to browse through hundreds of apps. To save time and prevent frustration, we suggest airSlate SignNow for Android. Store and edit documents, create signing roles, and even prove esign order.

The 9 simple steps to optimizing your mobile workflow:

  1. Open the app.
  2. Log in using your Facebook or Google accounts or register if you haven’t authorized already.
  3. Click on + to add a new document using your camera, internal or cloud storages.
  4. Tap anywhere on your PDF and insert your eSignature.
  5. Click OK to confirm and sign.
  6. Try more editing features; add images, prove esign order, create a reusable template, etc.
  7. Click Save to apply changes once you finish.
  8. Download the PDF or share it via email.
  9. Use the Invite to sign function if you want to set & send a signing order to recipients.

Turn the mundane and routine into easy and smooth with the airSlate SignNow app for Android. Sign and send documents for signature from any place you’re connected to the internet. Build good-looking PDFs and prove esign order with just a few clicks. Created a faultless eSignature process with just your mobile phone and increase your total productivity.

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FAQs

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

What active users are saying — prove esign order

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

This service is really great! It has helped...
5
anonymous

This service is really great! It has helped us enormously by ensuring we are fully covered in our agreements. We are on a 100% for collecting on our jobs, from a previous 60-70%. I recommend this to everyone.

Read full review
I've been using airSlate SignNow for years (since it...
5
Susan S

I've been using airSlate SignNow for years (since it was CudaSign). I started using airSlate SignNow for real estate as it was easier for my clients to use. I now use it in my business for employement and onboarding docs.

Read full review
Everything has been great, really easy to incorporate...
5
Liam R

Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

Read full review

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Esign professional receipt

[Music] all right so also in the help tab i'm sorry in the reference tab here is where you can see what version of form simplicity you're using so under the account information if you scroll down you're going to see form simplicity information it's going to show you what edition you're using so as i mentioned before the professional edition is a free member benefit to florida realtors members all members get access to the professional edition which allows you to manage your transactions create transactions add documents print email fill them out etc now there's an upgrade to the ultimate edition which will allow you to have a maxim maxed out storage space so you have additional storage space to store your transactions as well as the ability to do unlimited e-sign sessions okay so this is where you can view the addition you're currently using if you need to upgrade you can upgrade it from the session as well [Music] so let's go ahead and we're going to look at a transaction that i made in a different class for the transaction management basis class we created one of those so this is our transaction here let me run a scenario with you in this scenario we're working with a buyer this buyer's name is bob bob is buying a condo in fort lauderdale and we are going to we've already shown the property he's interested we're making an offer we've already created the document we've created the uh contract with condo rider i've added in a form into my transaction as well that is not provided from florida realtors that is supposed to be an example of a disclosure or a form that is brokerage specific so if you have any type of form that your office requires to be part of your transaction that is not included in the florida realtors forms library um you can totally include that in your esign session so we're going to do here is i'm going to access the transaction this transaction we've already imported data into this transaction we have our forms here we have our as is contract and our condo writer as well as let me delete this really quickly as well as this brokerage-specific form so in your transaction here you'll see the forms and files here so forms are all the things you're pulling from the forms library from florida realtors now the file section is where you're going to upload individual pdfs that are not necessarily part of that forms library those are documents that are maybe brokerage specific or maybe it's a document that maybe the lender or the attorney needs um the buyer to sign your client assigned this is all things that you can include to be signed electronically okay we also have transaction participants so in this section we've actually assigned the seller and the buyer of this deal um to the transaction that way it's easier to import information into the forms when we're adding forms and also we've included bob's email address in here so we've included bob's email address that way once we create our esign session that's one less step we have to do in the e-sign process so you can always add in the signature i mean the email address manually once we're in the e-sign session setup and i'll show you how to do that but if you can put it in here ahead of time it will save you some time later on down below here you'll see esign sessions so you'll be able to see all the different sessions that you've created for this transaction so we're actually going to do i use this example several times we're actually going to use um we're going to create one from scratch and you'll be able to see right now we have archived and sent me these this has been an example i've used several times obviously but this is where you'll be able to see all the different esign sessions that you've created for this client for this transaction so there's different documents over the course of the transaction that you've had signed electronically you can actually see the time date stamp here as well as access those documents that have been signed so let's go ahead and we will go ahead and create our signing session now so what i'm going to do here is i'm going to select the forms i want in my signing session so i'm going to select these two forms as well as this one file down here and then i'm going to use my action buttons up here to perform my e sign so we'll select these forms i'm going to select this form as well and now we're going to select e-sign the e-sign is going to ask me to say who is included in this signing session so depending on what documents you have in the signing session you may or may not want to include yourself as assignment so there are some documents for example the lead-based paint disclosure that does require the agents and the licensees to to document that document to sign an initial if that's the case and that's included in your documents here you may want to include yourself as a signer but for this example we're only making the offer so it only has the contract and the addendum and we're going to only select bob as a signer now later on if i wanted to add myself in there i could i'll show you how to do that once we're in this session but at this point we're just going to select bob as our song so we're going to create a new session it may take a second to load just keep a little patient now it will open up in a new window so i do recommend if you do have your pop-up blocker set setting on your web browser make sure you disable that perform simplicity because it will open up in a new window so if you have pop-up blocker settings activated it will block this from opening up so you'll see here this is your e-sign session and that shelf there are six different modules within this section we're going to go through each section individually and explain the different features how they work you can go back and forth between the sessions so if you forget something or you want to change something as you're moving through here you can always go back so i'm going to show you um step by step how to get this done so the first thing here is we're going to create a session title this is a required field so the session title is going to be what the session uh the name of the session is also going to be the subject line of the email that gets sent to bob our buyer so he's going to see an email invitation that says bob michael is inviting you to sign uh this document electronically and they have access to it so what i'm gonna do here is go ahead and title my session so you might want to title it with the property address and maybe what's attached to it that way it really catches the receiver's eye but you can session title with anything you want so i'm going to go ahead and put offer and also make up an address for button so in this section here you have your email message keep in mind this is the email message that will go to bob once he gets the invitation to sign you'll see that my email signature has already been placed in here because i've created that in my um settings so if you want to know where that is you go to your settings go to preferences and you're able to create your email signature now your email signature isn't able to be a very fancy signature so you can't hyperlink it you can't put in images or headshots or logos etc but you can type out your standard signature here and it will appear in a message that goes out with each assigned portion this does help save you time it's not required but it is a good a good thing to add in there so i'm going to go ahead and put a quick short message here for bob let's say bob here is your offer for electronic signature let me know if you have any questions short and sweet again you don't have to put a message here that's just a nice touch for your client below that you have your cc email section so this is a really cool feature of the sign portion because you can actually have once a document is completely signed by the signers it can be shared with other parties so this is a great feature to include maybe the other agent you're working with maybe include the title company maybe include an attorney you can even include the administrator in your office if you wanted to be put into your office files so anybody that needs to receive this finalized document can be placed in here so all you need to do is separate those email addresses by commas and you can put up to 25 recipients into the cc email so that means once bob signs this contract it's going to go to anybody that i put in this box so this is really useful if you are you know you're multi you're managing multiple transactions and a lot of documents going out and out and you don't want to you don't want to forget to forward that document or that addendum or whatever else you're signing to that other party you can copy them here and they'll get it as soon as it's completed once the signing is completed over on the right hand side you have signer sequencing so this tells you the order of how the signers will sign now it will default to send them in a sequential order to sign one at a time you don't have to opt into this you can always opt to send to all signers at once i will say there is an option here to send it one side at a time because sometimes you need to send it first to um one signer they need to approve it before it gets delegated to another an example of that would be um in this example we're working in a buyer right well we don't have the listing agents we don't have the sellers information so we don't have the seller's contact info and it's not really good form for me to say hey mr listing agent um can you give me the seller's email address um they're not going to share that with me that's not really protocol so what i can do here is i'll set it up to where i can include the listing agent as the seller in my signing session and then i can delegate or have the listing agent delegate that signature invitation to their seller so they'll be able to put in this con their contact information for their client and that way the seller can sign this cuts down on lag time and signing because oftentimes you'll have it signed by your client and you'll send an attachment to the listing agent the listing agent will then have to upload that into their transaction management program to esign if they're not familiar with e-signing capabilities or they don't have access to e-sign that could also elongate the signing process so this is a good way to streamline that so that's when you would choose one signer at a time down below you'll see session options as well in session options you can include yourself as a signer so i mentioned if you are including a document in this session that requires an agent signature you can include yourself as a signer here you also can allow signers to delegate to another person so in this example this is exactly what i want to allow to do because i want to put the listing agent as the seller and have them delegate to this actual seller you also can have the completed signed document sent as a cc email as an attachment versus having them download the documents directly through the email i say this is sometimes helpful because oftentimes we don't open emails unless they have you know if you have a lot of emails in your inbox you're gonna go to the ones that have the little paperclip icon to show there's an attachment first right that usually signifies that there's something attached and it's something important and timely so oftentimes people will see that and they'll respond to that quicker and that's the case then you can go ahead and select this option and then the finally signed document will be attached to the email as well as being able to download through the link in the email so i'll show you that later on when we're completing this session and finally at the bottom of this screen here you'll see you're able to set reminders so you're able to set reminders to your client from up to one day all the way up to 30 days so depending on the time frame of when you need the session completed it will give the um signer a reminder that they have to complete the session you also are able to set an expiration date so if you decide okay you only have until this day to sign this you can go ahead and select the deadline for that here click on this calendar icon it will open up the calendar and you can select the date here so if i said today is the 15th i want to give them until friday to sign if after friday they don't sign then you know we're going to eliminate the session i can set that date here and that's when that session will expire so they have until that date to complete it these are just additional features they're not necessary for every single transaction just be aware that those are options for you if you want to include those so once you have this section filled out the way you want we're going to click on the next option and we're going to go to the section that talks about the signers let me go ahead and add one in here now you're going to get a copy of this once it's completed your you as the agent will get a copy and so will bob all right so let's go ahead and see our signing participants here so remember in the transaction i actually had bob labeled as the buyer in the transaction participant section and in that contact i had his email address added in there that saved me the time of having to add them here manually now if bob wasn't here i have to i the option to add him manually i can add him by the address book so if he's in my contact section i can click on address book and i can find his contact and add him in there or i can add in a signer manually so if i were to click add assigner it's going to ask me to add in their first name last name and email address so the only parts that are required here are the last name and the email address but i can go ahead and add them in and then click save once they're in there now in this example bob is the only signer so if i ever needed to edit bob's information let's say for example i input the email address wrong in the transaction participant section i can always come over here to actions with a little paper and pencil icon click on that it allows me to edit the information for bob all right so while we're in here i'm going to actually show you some other features of the signer portion that are available to you so in this authentication section you have a drop down and the drop down allows you to add in different security features now you don't have to add these on to every signing session but if you have those customers that are possibly hesitant about electronic signing or they think that it's not like legally binding or they feel that you know there's none of security on the internet whatever the case may be you can offer to add these features here now this first one here password allows you to create a password that has to be input before they can access the signing session so it you guys will come up with a password i'll say bob what do you want your password to be and i'll create the password and then you'll have to put it in in order to start signing now there is an sms text option as well so if you select that it's going actually to text bob and you have to put bob's phone number in there it's going to text bob a code and he'll have to put that code in before he can enter the signing session and finally there's a kba option which is called a captcha so if you've ever been shopping online and it says please type in this word to prove you're not a robot and it shows you that squiggly word that have to put random numbers and letters together that is what that option is again you can choose any of these options here to add some kind of authentication to add security to the signing session they're not required they're just there for you if you need it now also in this section here you have an option to say signing in person now signing in person does not necessarily mean that the signer is going to be signing by hand it's not like you're going to give bob the contract to sign with a pen finding a person means that we're signing electronically and bob is actually in the vicinity of you meaning he's in your office or you guys are in the same place and you're actually going to hand bob your device and he's going to use your device to sign so it's giving bob the option to sign in person using your device so more than likely 98 of the time you will never use this option but there's something sometimes you know if you are signed electronically but if bob is in the room with you is going to sign i don't see why you wouldn't just possibly print it out and have them signed by hand but that options here for you just know that you probably won't use this option but it's there if you need it now the next two options here you might use more frequently so the signer notes if you select signer notes it's going to give you the ability if there are multiple signers in the session you can give tailored messages and specialized information to individual signers so whereas the first message we saw where i gave him hey bob this is your signing session if you have questions call me um that would be a general message that would go to every single signer so if there were three signers in my session they would all see that a message whereas this is a specialized message for each signer you have special instructions if you have password information etc for this signer then you can put that here and only that signer will see it and last up we have document review so oftentimes when we're signing things electronically people don't read things so if you want your buyer or your client to review something before they're able to sign it if you select document review it's going to require them to scroll through the entire document and reach the end of the document before they're able to start signing now whether they read the document at that point or not is out of our control but you can tell the system hey i want them to be able to scroll through so hopefully while they're scrolling they are looking at the document reviewing it and that way they can read it before they're signing and i'll show you once we're signing as an example where we're demonstrating the signing session you're going to see how quick and easy it is to sign whereas it's just flying through the document you're clicking around you're not really reading the different sections and the terms so if you want your clients to review before they sign this is how you do it click on document review all right so if you have multiple signers and you're signing in a sequential order you'll see the little number to the left of their name in that drop down is how you will rearrange the signing order so in this example we only have bob i actually should sign and let the listing agent sign i wanted to show you how to delegate all right so this is the order we're doing it bob's going to sign this contract first once he signs it's going to be sent to the listing agent they're representing the seller so once they get this information i'm going to tell that listing agent i'll text them or call them ahead of time and let them know i'm going to send you the session from bob once he completes it and then you can delegate and forward that to your client to seller okay so that's how we do it here so the sequential order will be numbered here you can change them if you wanted to rearrange them any order you can change the number and it will switch them out so from this instance i want to have the listing agent as the second signing all right so i'm going to go ahead and assign both of these by selecting them if i need to edit any designers remember you just click on the actions button you could edit the signing information you could change their name you can change their email address or you can change any authentication options we're going to go ahead and click on next to move to the next portal the next portal talks about the documents that are included in our session now you'll notice a pop-up right away when you enter this section this is going to be where you assign the roles of the signers so you do not necessarily have to fill out every single one of these drop-downs if you only have one or two signers you only fill out one or two sections so what we're going to do here is i'm going to fill out for buyer one we're going to say bob because buyers bob is the buyer and for seller one we're going to assign the listing agent now the listing agent member is not going to be signing on behalf of the seller they're going to get the invitation for the seller and then delegate and forward that invitation to the seller so all we're going to do here is at this point if you needed to add another signer if you forgot someone you can still do that all you would do is come to the top of the window here add in their first name last name their email address click on add assigner and then you they'd appear in the drop down here that you could select once you've assigned all the roles what you're going to do is click on the next button it's going to say some locations weren't assigned that's okay because we only have two parties here so we're going to select yes and keep moving now this is giving us our documents here that were in our transaction now in the transaction i actually took the time to put them in the order i want ahead of time that way when i did this e-sign session it was easier but if you have them in a various order you could always rearrange the documents um by the sequential number here so you kind of want them to sign in the order they should be signing so for this example i want them to sign the ad is first and then the addendum after that and then any other form um last so you don't not necessarily want to have them sign the writer first before the contract it just it doesn't make sense that way so once we've selected our documents here now if we forgot to add a document here what i can do here is i can even add a file so if i want to add a file it's going to ask me to add it from a local disk on my computer i can or i can upload it from dropbox onedrive or the cloud and upload them into my document here now if i need to edit anything in this document all i have to do here is click on the edit button it doesn't actually edit the information on the document it just edits the document name so you can actually make this more appealing and more understandable to your client the person that's going to be signing i could say this is your contract i'll click the arrow button to save it again it's not changing any of the information on the contract all it's changing is the way that it's viewed and the information that's seen by the client so if i wanted to say the condo writer let me change this because they don't know what cr 5x8 um they are not licensees so you could just say condo writer again you're just making this easier on your customer this is not required you don't have to do this for every signing session but it's a nice added feature if you do want it now this last document was an office disclosure and i'm using this as an example because i want to show you in the actual session we move on to the next portion how to manually place signing locations okay so some of the locations will be automatically assigned because they're the program forms from florida realtors and other forms that you upload will have to be manually placed so we'll go over that in the next section so once i have my documents in order i want and named appropriately i can select all of them i'm going to come over to the next section so now we're looking at our contract so at this point and i should have mentioned earlier before we start you science session you want to make a note and to review your entire contract because at this point if you get to this point you're noticing and you're looking at the contract and you notice oh i put the wrong price in or i forgot to select an option here or you know you you fail to fill out the form completely you cannot edit the form in this portion you have to actually exit the signing session go back and revise the document and then start a session all over again so unfortunately i want to make sure that you guys review the documents before you start a signing session because once you get to this point you can't augment this document all right so you'll notice here on your left hand side you're going to have action buttons so the action buttons here will have signature boxes initial boxes date and time uh form field which allows them to type answers and response in certain sections um drop down check boxes and radio buttons so depending on what you need here you can add them to the document and on the far right side you have markups the markups are good for um counter offers and negotiations because you can add in text you can strike through terms you can underline things highlight things etc so i'm going to show you how this form looks once it has a signing roles assigned to it at the top left you'll notice there's a drop down the drop down here will have you have the signers names okay so this is where the signer will actually be assigned so if i'm say for example i have multiple signers i'm working with i want to make sure that i'm working with bob in the drop down here and then i can maneuver and manipulate all of these fields here that are assigned to bob specifically now if there are multiple signers just make sure that you are on the right signer before you utilize these action buttons all right so let's keep scrolling down let's show you notice how there are signing locations automatically assigned that's because our analysis contract and our condo writer are forms that are programmed and fed through the form simple form simplicity forms library so if you pull them from the forms library they're going to be automatically programmed when you assign the roles of the signers so you'll notice that the initial sections are on all the pages for the right party the signing locations dates etc those are all assigned and programmed and they're in the right places notice they're all here because we assign them in that last window we were in now if you need to move these around or you need to um delete one of them or move them or add in things you can add in boxes here and delete them here you'll notice when we assign the roles it only says okay buyer one buyer two seller one seller two so oftentimes people say well michael what happens when you have more than two signers or more than two sellers more than two buyers that's totally okay you can only program up to two so that's the limitation of the program but you can't manually add in other signers so when you're adding and signing participants in that last window we were in you can add multiple parties in there you assign the roles to two sellers or two buyers and then for that third buyer or seller you just manually would place them they'll go to the drop down find that third party and then drag their signature or initials and place those in other areas okay that way you can have all parties on the document now there's only two lines here for say buyer and seller if there's three buyers then you just basically put two signers on one line and one person on the other very simple but just keep in mind that it only programs at the two signers that's why i wanted to show you these action buttons that way you can be familiar with if you have to add in additional parties you can by simply dragging and dropping that signer into that location okay so let's go scroll down now to that third document the disclosure that i told you was specific to my office but was not necessarily a form from the florida realtors library so this is just some example of a disclosure this could be any kind of form that your office is i need this is signed by whoever you're representing for every transaction um but it's not a form that every realtor in florida uses it's only a form that people that work for abc realty will use so in this case that's not a form from the forms library so it's not going to be programmed to have the signing locations automatically on it so in this case you're going to go ahead and use the action buttons to add those locations here and the same process as i i showed you before if you wanted to add in third signers um two buyers or seller sections you could do the same process with other forms if you need to add in other parties so what we're gonna do here is in the drop down make sure it's on the correct sign that we want so we want bob in this case and i'm going to use the add text and we're going to add in text to buyer's name so bob here is buyer then we have the signature here i'm going to take and drag and drop the signature box just place it here you'll notice that there are little arrows here so sometimes if you scan in a document it's a little crooked um if you're someone that's ocd needs things to line up perfectly you can utilize this little arrow here to straighten out to match the form okay same thing with date and time i'm going to go over the date and time drag and drop put it where i want and the same thing with initials okay so you can use the same process when you're adding in additional parties to documents that come from florida realtors library or if you upload your own document you can include them there as well so keep in mind that i have the listing agent here because they're representing the sellers the listing agent is going to be placed here but they're not going to have the listing agent name there when they delegate to the seller the seller will actually have their information there okay to make it a little more palatable let's go ahead and go backwards i'll go back to the signers here and i can change this for you guys so we're gonna do here just to make it a little more understandable let's say our seller's name is sally so we have sally who's selling let me update that contact here we'll go back to the signing locations so now you can see that sally is assigned as a seller so she's the seller on this side bob is over here now when we send this to sally actually we're going to actually send it to the listing agent's email address okay so those things is not going to be labeled as the seller here they're going to be just delegating so they're holding a place for that seller so once they get that invitation they're going to delegate i'll show you that once we start designing session process so once you come through here and you assign all these different roles remember some of them will be programmed depending on where you got the form from but you can also manually place where you need them to be you also can highlight things so for example if you have some kind of additional term here so i have a applause here that i've made up where i'm getting a red ferrari at the time i'm closing from the buyer if i really want to make sure that they see that i can use these markup tools i can underline it i can highlight it etc so let me go ahead and use the highlight tool drag and drop it and i can utilize my arrows here to expand it to fit the entire clause i can use the up and down arrows if i needed to highlight a whole paragraph so that's how i utilize those markup tools so we saw again earlier down here how i added in text oh it disappeared let me add it again i'm going to add in the text here putting in bob's name so i have my document exactly how i want it so every session i'm going to provide i'm going to review this before i move forward but make sure all the initials are in the right place and one thing here notice on page 12. so those of you that have been in the industry a long time know that on page 12 usually when you're sending this to a client to sign and it's not electronics electronically signed this is the the notoriously the place that the buyer will or the seller will forget to sign they forgot to initial on the bottom of page 12 because they figure oh i signed up here uh and they don't look any further once they sign to them that's mentally where they they check out they they're done at this point when they sign and they don't continue to look at this section so normally if you were to send them an email with attachments they sign this and send it back this would be a section that they always overlook so a lot with the e-signing portion you have to worry about this session being overlooked because it's automatically programmed at the bottom of page 12. so i'm just going to scroll up to the top and just verify that all the locations in the right place if i needed to remove one or add them i can manipulate them here modify them there's a little red x if i want to get rid of them i'm just going to review the document okay everything looks fine let's continue so what i'm going to do here is i'm going to click on next it's going to tell me markups have been added i'm going to mark what will be where we added the name to bob on their disclosure form also where we highlighted in the additional terms section so those are markets we said we added them they can't be undone are you sure you want to continue we're going to say yes all right now we're going to go back to our form it's going to show us a preview here we can still maneuver and add sign locations here if we need to once we get to this preview signing session though it's going to preview the whole document it's going to ask you to look through it notice though that when i hover over the signing locations i don't see that little red x anymore so that means i can't at this point in this window i can't maneuver and modify any of these i can't move them around i can't get rid of them i can't add them in so if you find that you missed something or you want to change something all you do is hit the previous button go back into the add assigning location you'll be able to modify those locations all right so i looked through this it looks fine i want to continue we're going to move on to the final step before we send this to our client bob this will show you the message that we had before in the very first window this is where you can actually modify the look of your message so if you wanted to say for example change your signature up and you can bold things you can change the font size you can add in um features to this you can uh spell check all those sort of things change the font etc um if you want to do this you can otherwise just leave it the way it is and then once you're done you're going to hit finish now let me tell you once you hit finish it's going to close this option you can't make any more modifications to the signing session so at this point make sure that you've gone through each of these sections you make sure that all the signers are there make sure that all the documents are there make sure on those documents everything is the locations of where they need to sign is assigned the way you want it to be signed and then once you're done here all you do is click finish and that email invitation will get sent to the first signer okay especially if you're gonna do a sequential order so we're going to do here is i'm going to go ahead and select finish once i select finish now this is sent to bob this is almost like my signing session receipt it tells me what transaction is what the process is the status um the status here says process you'll notice once bob opens it and he's working through the email it'll say in progress so right now he's still processing he hasn't opened it this is important because if you see processing for an extended period of time um and they're asking you and you're saying hey bob are you going to start signing the session yet and they're saying well i haven't received it yet this is a red flag for maybe you input the wrong email address or perhaps that the email went into their spam folder okay if you do recognize that you gave the wrong email address to the system let's say you misspelled it and it's that it says pending invite all you have to do is come over to the actions button here and you can modify the email address so once you modify that click save and then you'll see an icon here with a little envelope with an arrow you click on it that's how you resend that invitation so don't worry if bob didn't get it the first time if it went to spam or bob deleted it you can always resend it okay so let's go back now to our transaction well actually let me go ahead and share now let's switch hats we're going to pretend we're bob what we're going to do here is i'm going to share my inbox we're going to look at my email because we're going to pretend we're bob now so bob is getting his email here we go so this is the invitation to bob so bob's saying this is the message we sent bob earlier so this is the message in our signature towards the top scrolling down they'll click review and sign to start signing but what i want to point out to you is if bob had never signed anything electronically before in his life and you know he's not comfortable with it there is a section here this is a link a hyperlink here so watch how to sign documents okay something if he clicks on that it's going to give him a video on how to sign it electronically so walk him through it so just make sure that you're aware of that and you can point that out if your client is someone that needs a little more hand holding a little more assistance so at this point what we're going to do now is click review and sign it's going to open up our session now had i set up authentication options this would have been where before we got to the screen this is where bob would have had to put in his password it would have texted him his uh sms text password or if i assign him to put that kba code in that's where this would happen so before you get to this screen i didn't put any authentication options here so that's why it goes directly into here so you'll notice this is where bob is going to choose his signature so they can choose a pre-made signature initial by scrolling through and they can choose whichever font suits their personality what they feel like or if you have a client that says i want to draw my name they can't they can click draw my signature and initials and they can use a stylus or use their mouse and they can totally sign using a pen or their finger uh just like you do at the grocery store but you'll keep in mind that it's not necessarily going to come out perfect so they can sign using that or go ahead and use the pre-made one so whichever they prefer now towards the bottom here you're going to see the i agree to consumer disclosure the consumer disclosure just talking about the legal portion of an e-sign telling them that it's legally binding so they have questions about how you sign is upheld what it includes um they can read this consumer disclosure they have to agree to that before they can start okay now oftentimes you'll get a customer that's excited to sign they start signing really quickly and they start pressing start they're like clicking they call you and say michael i'm trying to sign this session you sent me but it won't let me start well that would be an indication that you need to ask bob hey bob did you agree to the consumer disclosure just check that box and then you'll be able to start so if they click they don't click that box they can't start once they select the i agree then this button becomes alive okay now while we're in here let me show you notice there is a delegate button so let's pretend let's change the scenario really quickly this is now bob has signed and now it's getting forwarded to the listing agent so the listing agent is getting this for sally our seller design okay so once the listing agent gets it the listing agent then can come over here and he's not going to sign on sally's behalf what he's going to do is he's going to forward this invitation to his client so he'll select delegate and in delegate he's going to put in sally's name and her email address he could also put in a message so he could say well i've reviewed this etc it doesn't necessarily always have to be the listing agent either if the attorney wants to review the document first you can put the attorney's email as the client and it'll go to the attorney then the attorney can delegate once they review the document so whoever you need to delegate information to they can receive the document put in a message and provide it to their client so let's go ahead we're going to start this session let's pretend we're bob now so we're bogged we're going to go ahead and sign our offer so we'll click on start it's going to open up by giving us a little color code of what things mean you can click i got it now all bob has to do is click on start he'll click start it'll start scrolling to the document to give him the locations he's assigned now at this point in our in our signing session options if we had selected to review document before signing session starts then this would be you wouldn't see a start button here bob would have to scroll through the entire document before he can start okay so just be aware of that option because look i select start notice how it's just jumping straight down to the bottom of page one it's not giving me an opportunity to review any of the terms or look at the document so if i haven't reviewed it or read it through it first i'm signing blind and then you know that can present problems later on when they say well i didn't know that my contract said that and it's in there and they signed it but they didn't review it so just keep in mind especially if this is someone that's never bought or some property before you want to make sure that they're familiar with the document make sure they're familiar with the terms they're comfortable and then that reviews review function helps you with that so all we're going to do is bob we're going to select the box click on next we're select the box click on next and we're going to keep doing this until we reach the end of the document we're going to follow the bouncing ball see how fast it goes through so we're not reviewing the document at this point i mean technically you could you could be reading each page and then initial and continue um but more than likely your customer is not going to be doing that now if you were to miss a box i'm going to miss this one on purpose so i can show you how this works it'll let you keep going okay and then it's going to circle back around until you get back to that box again so if you reach the end of the document notice how we're signing here when you reach the end of this document and it doesn't say that you've completed the section just let your client know listen if you skip a step it's going to revert back and circle back and just keep clicking until you select everything and it will tell you when you're done at the end now this document remember this is the the disclosure that it's office specific we've gone ahead and added markups we added his name here he's going to click on the boxes the same as he does for the other forms the only difference was that we manually placed these locations because it's not a program form that comes from floor realtors forms library so we'll select that is the end of our document and notice we're back at the top again that's because we missed the spot so we're going to keep clicking next until we find that box that we missed here we are this is the one i missed i'm going to initial it and follow through to the end of the document then once we get to the end of the document it's going to alert me that i've completed my signing session do i want to finish here we go all required fields have been completed would you like to complete your signing session at this point bob would say yes and it gives you a little congratulations your signing suggestions is complete so at this point we're done with bob at this point the signing session would then go to the listing agent because we put their email address as the seller and then they would delegate it to the seller once that everything is completed the signing is completed you can go ahead and you'll get an alert that says bob has signed and then once the seller is signed you'll get an alert that says the seller has signed and then you'll also get an email copy that'll have the entire document completely signed by both parties those parties will also get copies of that document so for time sake i'm not going to finish it through the seller i showed you how that how the listing agent is going to delegate that but let me just show you really quickly the e-sign portion in your transaction that way you can easily manage that okay so we're going to go to our home section let's find our transaction it's this one here so i'm going to go down to my esign sessions i'm going to expand that notice that this is the session we just created here this is the one we just did the status says sent it's not completed yet but if i wanted to click on the status i click on this option here and it's going to open up my session information so this is where i can come in here and i can view the status so i can view that bob signed it but the seller sally hasn't i can see that the status says invited and not in progress which means that the listing agent hasn't opened it yet so maybe that's a cue for me to follow up with them i can come in here and make sure that the email addresses i've sent them to are correct if i'm not if they're not correct i can edit them here i'll see all the documents and i'll see the uh activity log here this is a good way for you to reference the document even once the session is completed you

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