Signing a document

1. 1
   Open your personal link

   Use the button in the email. It opens the document in your browser on any phone, tablet or computer; there is nothing to install and no account to create. The link is personal to you, so please do not forward it.
2. 2
   Read the document

   Scroll through every page. The steps at the top of the page show how far you have read. You can also download the revision as a PDF to read offline.
3. 3
   Comment or ask for changes (optional)

   Press Add a comment, then tap the exact place on the page your comment is about. If something must change before you can sign, press Request changes; the sender will issue a corrected revision and you will see exactly what changed.
4. 4
   Complete your places

   The places for you are highlighted in yellow. Press Next place to complete and it takes you to each one in turn, for example a name, designation or a “Copy to” line. The date is filled in for you when you sign.
5. 5
   Sign

   Choose how to sign: type your name, draw with your finger or mouse, or upload a photo or scan of your signature on paper (the paper background is removed automatically). Tick the consent box and enter the six-digit code we email to you.
6. 6
   Receive the signed copy

   When everyone has signed, each person receives the signed PDF by email. It includes a certificate of completion and a sealed record of every step. You can also download it from your link at any time.

If the wording needs to change, you can propose the change yourself instead of describing it in a comment. Press Suggest an edit, tap the paragraph and type your change, just as you would in Word. Removed words show in red and new words in green, and you can add a short note saying why.

Your change is only a suggestion. Nothing in the agreement changes until the sender accepts it, adjusts it or declines it with a reason, and you can see the decision on your link. Accepted changes come back to you as a new revision, so you can check exactly what changed before you sign.

Some documents have a second signature block for your organisation. If nobody has been named for it yet, your signing page shows two choices:

• Add the co-signatory: enter their name, email and designation. They receive their own link.
• There is no co-signatory: confirm that the second block is not needed. It stays blank, and the document completes once the named signatories have signed.

Press Add a reviewer to invite someone from your organisation, such as your legal or finance team, to read and comment. Reviewers cannot sign. Everyone signing or reviewing for your organisation sees their comments, and so does the sender. See Reviewing a document.

• No code arrived: check spam or junk and wait a minute. You can ask for a new code from the signing window; only the latest one works.
• The link is not valid: a newer revision or link has been sent. Use the most recent email.
• You spotted a mistake: do not sign; use Request changes or a comment.
• You signed by mistake: reply to the signing email straight away so the sender can withdraw the document and issue a new one.