All help topics

Signing a document

For people who received a signing link: verify, sign, decline, or forward.

How to sign a document you received

Open the link in the email, agree to sign electronically, fill each highlighted field, and click Sign now. No account needed.

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Verify your identity before signing

Some senders add a six-digit access PIN before the document opens. Where the PIN comes from, how many attempts you get, and what the 15-minute lock means.

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Draw, type or upload your signature in Document eSign

The signature window has three ways to make a signature. Draw with a mouse or finger, type your name in one of six scripts, or upload a PNG or JPG of your real signature.

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Reuse a saved signature when signing

Signed in to Document eSign, the signature window opens on a Saved tab with your stored signatures and initials, and your default is already selected.

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Attach files when signing a documentGrowth and up

Upload the ID, certificate or other file the sender asked for from the signing page. Required slots must be filled before you can finish.

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Decline to sign a document

How to refuse a signature request with a short reason, and what the sender and other signers see once you do.

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Forward a document to someone else

Hand your signing turn to the right person without cancelling the document. Available when the sender's workspace allows forwarding.

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Download your signed copy

Where to get the completed PDF and the audit certificate after you sign, from the thank-you page, the email, or by reopening your link.

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Signing link expired or invalid

Why a signing link shows "This link has expired" or "invalid or has been revoked", and what to ask the sender for.

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Do signers need an account?

No. Signers open the link in the request email and sign in the browser. Here is what gets recorded, what makes it legally valid, and when an account is worth having.

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