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
Select
Sign Documents
.
Authentication
If authentication is turned on, the signer is required to enter an access code or answer a question.
Access Code
Select the
Send Code
.
Enter the access code that was sent to your cell phone or email.
Select
Confirm
.
Question and answer
Answer the question that appears on the screen.
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 4 options to continue:
Sign Documents
Delegate to Someone Else
Manually Sign
Decline to Sign
Sign Documents
Select the
Start
arrow to go to the 1st signature line.
Select the green signature block to open the
Add Signature
window.
Continue to select
Next
until all signature fields are signed.
Type or draw your signature.
Select
Apply
.
Delegate to someone else
Select
Delegate
.
Enter the new signer's name and email address.
Enter a reason for changing signing responsibility.
Select
Send
to send an access link to the new signer.
Manually sign
Select
Manually Sign
.
Select
Yes
in the
Manual Sign Confirmation
window.
Select the
Download
icon to download 1 document at a time.
Or, select
Download All
to download all documents available.
Select
Next
.
Select
Upload
in the Action column to upload the manually signed document.
Optionally, you can select
Preview
or
Delete
to preview or delete the file.
Select
Submit
to confirm the upload of the manually signed document.