Recipient Sign Process

Recipient Sign Process

Introduction

After you send a Quote for Signature, the Contact will receive an email with instructions for digitally Signing the Quote. The article below outlines the Signature process for the Recipient.

Video Summary



Recipient Email Overview

When you successfully send a Quote for digital signature, each Recipient receives an email from notifications@zohosign.com  as shown below.


Steps for Recipient to Complete Signing

Once a Recipient receives the Digital Signature Request email, they can complete the Signing process via the steps below: 

1. In the body of the email, click the red Start Signing button.



The body of the email includes:
  1. Top Message - Includes the Sender's Email Username, Company Name, and Sign "Document Name"
  2. Sender - Full email address of the user who is sending the document for signature
  3. Organization Name - Your Company Name
  4. Expires on - Date the document will no longer be available to Sign
  5. Message to all - Note, if any, that was added when completing the Send For E-Sign process
2. A new window will open up for the Recipient with a recap of the information contained in the email. Click the red Proceed to document button.



3. You can review  the entire document by using the scroll bar to view all pages - even if multiple documents were added.  In addition, if there are multiple documents, the Recipient can easily jump to the start of each document by clicking the document name from the left navigation menu.



4. Once the document has been reviewed, the Recipient first needs to agree that they have read and understood the Electronic Record and Signature Disclosure.  To agree immediately, the Recipient can click the check box in the top left, then click the green Agree & Continue button in the top right.


 
To read the full Terms and Conditions first, the Recipient can click the  Electronic Record and Signature Disclosure link, then the green Agree & Continue box in the lower left.



5. Once the Recipient completes the Agree & Continue they will be automatically moved to the first line for signature and they should click on the light green Signature box.



6. The Recipient will be prompted to select their preferred Signature Type, and once selected, click the red OK box in the bottom right.



7. If more than 1 signature is required, after step 6 is completed, it will automatically move the Recipient to the next signature line. When the Recipient clicks on all future signature boxes, it will automatically apply the preferred signature chosen in step 6. 

8. After the Recipient has added their Signature(s), they are prompted to click the green Finish box in the top right.



9. After completing the Sign process, the Recipient is auto-directed to the page shown below confirming they have Signed the document. From here, they can download the document, print it, or have it emailed to them.



10.  After completing the signing process,  the recipient will also auto-receive an email stating the document has been signed. This is for notification purposes only.



11. When all Recipients have completed the Sign process, each Recipient will receive an email notifying them that the Signed Document signing is complete. The email also contain a PDF of all signed documents.





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