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Signatures Signer Experience

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

Initial Email

The signer receives an email with a link to the document to be signed. All emails come from noreply@safesendreturns.com.

Select Sign Documents
to get started.

Or, select Access Client Portal
.

Authentication

If authentication is enabled, the signer must answer a question or enter an access code. The following sections outline the steps for each authentication method.

Access Code

Select the Send Code
.

A message states whether the code was sent to your email or mobile device.

Enter the code.

Select Confirm
.

Question and answer

Type the answer to the question in the answer field.

Select Confirm
to proceed to the signing step.

E-Sign Documents

All pages that require a signature are listed in the left panel.

Select the Start
arrow to go to the first signature line.

Select the green Signature
block to open the Add Signature
window.

Choose one of the available signature options: Type
, Draw
, or Upload
.

Select Apply
.

Select the Next
flag to move to any additional fields.

Continue selecting Next
until all fields are completed.

Select Done
.

This button doesn’t become active until all the required fields are complete.

If the signer doesn’t want to sign, they can either Decline to Sign
or Delegate to Someone Else
.

Decline to sign

Select Decline
.

Enter a reason for declining.

Select Decline
to submit the declination.

Delegate to someone else

If this option is selected, the new signer receives an email notification to sign.

Select a Delegate
.

Enter the email address of the new signer.

Enter the name of the new signer.

Enter a reason for changing signing responsibility.

Select a Delegate
to finalize.

Manually sign

The documents can be downloaded if the signer wants to manually sign the document.

Select Manually Sign
.

Select Yes
.

Select Download All
to download all documents available.

Or, select Download
to download one document at a time.

Download signed Documents

Once all signers have completed signing, a confirmation email with an access link is delivered to them.

Select Access Documents
.

Complete Authentication
.

Select the Document Name
to download only that document.

Or, select Download All
to download all documents in a ZIP file.

This article applies to:

Product: safesend
Subject: eSignature
Audiences: Client

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