Recipient Guide: How To Sign A Document That Was Sent To You Through SignWell
This article covers how to fill out and complete a document as a recipient (someone who is receiving, not sending, the document).
Signing a Document Through SignWell
Watch this video to see how to sign your document:
Or, follow these instructions to see how to sign your document:
If someone has sent you a document through SignWell, you'll need to click on the link in the email message to view and begin signing it:
Note: The email address that the document signing request will come from is firstname.lastname@example.org.
If you get a "document completion in progress" email, you can view the signing order that the document sender has set for your document:
You'll receive another email once the other people who are ahead of you have signed and it's your turn.
Once you've clicked the link in the email message, you'll be taken to the document. To begin, click the "Click to Start" button and this will take you to the first field of the document:
If a field is required, it must be completed to finalize the document. However, if a field is not required (which you can distinguish by a grey vertical line to the left of the field), then the field is optional and does not need to be completed in order to finalize the document:
Once you're done filling out a field, hit the "tab" key on your keyboard or click on the "Next Field" button to go to the next field:
When you have filled out all of the required fields, you'll see an "Agree & Finish" button at the top of your page. Click on this to finalize the document. Note: Once you click this button, you won't be able to make any changes to the fields that you've filled out, so only click on this if you're ready to complete the document:
You'll then see a dialogue box where you can download the completed document.
If there are multiple people who are also a part of the document, you'll need to wait to download the document until everyone has finished their fields on the document.
Once everyone has filled out their fields and clicked on the "Agree & Finish" button, you'll get an email letting you know that the document has been completed and you'll be able to download the completed document through the link in that email:
Approving & Signing a Document Through SignWell
Watch this video to see how to approve your document:
Or, follow these instructions to see how to approve your document:
For documents that require approval before signing, you'll need to click on the "Approve" button at the top of the page:
This will then take you to the first field of your document where you can begin filling it out by following the steps above under the heading "Signing a Document Through SignWell" above.
Signing a Template Link Through SignWell
A template link can be signed in one of two different ways, depending on the settings that the Document Sender has applied.
1. Sign Directly Through The Link
If the Document Sender has disabled email verification, you will simply click on the link, enter your contact information, and be taken directly to the document where you can "Click to Start" to begin filling it out:
Remember to click "Agree & Finish" to finalize the document when you've finished filling out your fields.
2. Sign Through Email
If the Document Sender has enabled email verification, you will click on the link, enter your contact information, and the document will be sent to your email where you can sign through the email link.
When you click on the link in your email, you'll be taken to the document where you'll "Click to Start" to begin signing.
If you need additional help filling out your document, please reach out to us at email@example.com.
Interested in declining your document? Are you not the right person to sign the document? See how to decline or reassign your document.