Signatures Signer Experience on Mobile Devices

This article outlines the full signer experience on a mobile device. The signer can access the document, review documents, sign, decline or delegate signing, and download documents.

Initial Email

  1. Select
    Sign Documents
    .

Authentication

If authentication is turned on, the signer is required to enter an access code or answer a question.

Access Code

  1. Select the
    Send Code
    .
  2. Enter the access code that was sent to your cell phone or email.
  3. Select
    Confirm
    .

Question and Answer

  1. Answer the question that appears on the screen.
  2. Select
    Continue
    .

Sign Document

After the signer passes authentication, or if an authentication method hasn’t been chosen, the signer is directed to the main landing page of the signature process. The signer has four options to continue:
  1. Sign Documents.
  2. Delegate to Someone Else.
  3. Manually Sign.
  4. Decline to Sign.

Sign Documents

  1. Select the
    Start
    arrow to go to the first signature line.
  2. Select the green signature block to open the
    Add Signature
    window.
    • Continue to select
      Next
      until all signature fields are signed.
  3. Type or draw your signature.
  4. Select
    Apply
    .

Delegate to someone else

  1. Select
    Delegate
    .
  2. Enter the new signer's name and email address.
  3. Enter a reason for changing signing responsibility.
  4. Select
    Send
    to send an access link to the new signer.

Manually sign

  1. Select
    Manually Sign
    .
  2. Select
    Yes
    .
  3. Select the
    Download
    icon to download one document at a time.
  4. Or, select
    Download All
    to download all documents available.

Decline to sign

  1. Select
    Decline to Sign
    .
  2. Enter a reason for declining.
  3. Select
    Decline
    to submit.