Request Signature on SignEasy.com
Requesting a compliant e-signature is easy with our SignEasy.com account.
To use this, you do need access to our company login information for SignEasy.com. Once you have that, please follow the steps below:
- Login at SignEasy.com
- Click on ‘Originals’ from the left-hand menu
- If you do not see your document listed, go ahead and ‘Import a Document’ using the top-right button (import a PDF file)
- If you see your document listed (or now that you’ve uploaded your PDF), click on the blue ‘sign’ link to the right of the document name to drop down 2 options.
- Now click on the bottom option, ‘Request Signature’
- Enter a Name and Email Address under ‘signers’ (to send to more than 1 person, do NOT click ‘add another signer’ as that option exists for single documents that contain multiple signature lines… not a document with 1 signature line that multiple people need to sign… you must repeat steps 2-11 to send the same document to multiple people).
- Input your email address (or the person who should be notified) in the ‘CC’ field to be notified when your signer has signed the document.
- Enter a ‘message’ for your signer informing them of why they are receiving this signature request.
- Now click on ‘add fields’ from the top-right corner of the screen
- The PDF will load and you need to use the left column to input ‘text’ fields wherever text input (such as a name) is required on your form, ‘signature’ fields wherever a signature is required, and ‘date’ fields where dates are required. You can resize these boxes as you add them to your form and mark them required or not required (by default they are required).
- Once all fields have been added, click ‘send’ to email this signature request to your recipient/signer.
That’s it, you’re done! You’ll receive an email once the document has been signed.
If you need to send a document to MANY people (over 10), please contact our IT Department so we can create a ‘template’ for you and supply you with a link to email out that your signers can sign. If sending to less than 10, please repeat steps 2-11 above for each person you need a signature from. Please do not create a template on your own – we have an extremely limited number of available templates to use with our accounts and they require approval prior to being utilized.
If you have any questions, reach out to the IT Department via the Help Desk as their admin account has access to all who have viewed and signed the document(s).