Create an Envelope and Send for Signatures

DigiSign is here to help you seal the deal quickly, conveniently and securely. Time-saving tools like copy and paste, and automatic date placement will help you get back more you-time. Learn how to use DigiSign to get documents done faster.

VISUAL GUIDE

STEP-BY-STEP GUIDE

Create an Envelope

1. Navigate to DigiSign and click on New Envelope. 
2. You will have two property options:
   - Choose Property: Select an existing SkySlope Suite file to link this envelope to. If you select a file, the signed document will automatically be uploaded to that file once completed.
   - No Property: Proceed without selecting a SkySlope Suite file.

Add Documents

1. On the Add Documents page, upload all the documents you want to include in this envelope. All of the documents in an "envelope" will be sent and signed at the same time. 
2. Click Upload Documents and select the documents to upload, or
   ⚡️ (Fastest) Drag and drop your documents onto the Upload Document page.
3. Before you click Next, arrange your documents in the correct order. This is the order in which the documents will be signed. 
4. If you have a DigiSign Template for these documents, click Apply Template to select a template to apply. Learn more about DigiSign Templates.
5. After ordering your documents and applying templates, click Next.

Add Signers and Recipients

1. If you need to sign the envelope, check the box next to your name to add yourself as a signer. 
   Note: You do not need to add yourself to receive a copy of the signed document; you will always be emailed a copy of the signed document, and you can access the signed document from within your account.
2. Click + New Recipient to add a signer/recipient. 
3. Enter the signer/recipient's first name, last name, and email address. How their name is entered here is how it will appear for their signature and initials. The email address entered here is where the invitation to sign will be sent.
4. Select the required action:
   - Needs to Sign: Will need to sign the envelope; must have at least one block assigned to them.
   - Receives a Copy: Will not need to sign the envelope; will only be emailed a copy of the document once it's completed.
5. Select the signing group (better known as signing order). This option is only available if you add more than one signer. With multiple signers added, you can use this drop-down to set the order in which the signers will sign the envelope.
6. After adding all of your signers and recipients, click Next.

Prepare Documents for Signature

1. Locate the DigiSign toolbar above the document preview at the top of your page. The DigiSign toolbar has different block options that can be applied to your document:
   - Signature: The signer's signature, selected/drawn by them during the signing process.
   - Initials: The signer's initials, selected/drawn by them during the signing process.
   - Full Name: The signer's full name.
   - Date: The date the envelope was signed, determined by the signer's device.
   - Time: The time the envelope was signed, determined by the signer's device.
   - Checkbox: Allows you to place checkboxes on the document. The checkboxes can be controlled by you, or by the person they are assigned to during the signing process. You can even create checkbox groups!
   - Text field: Allows you to add an editable or read-only text box on the document.
   - Strike: Allows you to add a strike-through line to strike-through text on a document.
2. Add Blocks: Click on the block you need from the toolbar, and then click on the document to add a block of that type to the document. To add a custom-size box, you can click, hold and drag to the desired size.
3. Assign Blocks: Use the floating assignee box to determine who a block is assigned to. Use the drop-down menu to change the block from one signer to another.
4. Here are some additional tips for preparing DigiSign envelopes:
   - Adding Blocks to a Document
   - Work Faster with Copy and Paste
   - DigiSign Tips & Tricks

Send Documents for Signature

1. After you've added all the necessary signature, initial and date blocks for all signers, click Send.
2. (Optional) Customize the subject line and message for the email invitation to sign. This is the perfect spot to give your clients helpful tips or directions for completing the documents. 
3. Finally, click Send for Signature and off it goes! ?

Next Steps ➡️

After you've sent an envelope to be signed, here are some resources to help you manage your sent envelopes:

• Sending Envelope Reminders
• Correct an Envelope
• Envelope Actions and Statuses in DigiSign