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This article applies to:

  • Product: safesend
  • Subject: eSignature
  • Audiences: Client

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.
  1. Select
    Sign Documents
     to get started.
  2. 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

  1. Select the
    Send Code
    .
    • A message states whether the code was sent to your email or mobile device.
  2. Enter the code.
  3. Select
    Confirm
    .

Question and answer

  1. Type the answer to the question in the answer field.
  2. Select
    Confirm
     to proceed to the signing step.

E-Sign Documents

All pages that require a signature are listed in the left panel.
  1. Select the
    Start
     arrow to go to the first signature line.
  2. Select the green
    Signature
     block to open the
    Add Signature
     window.
  3. Choose one of the available signature options:
    Type
    ,
    Draw
    , or
    Upload
    .
  4. Select
    Apply
    .
  5. Select the
    Next
     flag to move to any additional fields.
  6. Continue selecting
    Next
     until all fields are completed.
  7. 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

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

Delegate to someone else

If this option is selected, the new signer receives an email notification to sign.
  1. Select a
    Delegate
    .
  2. Enter the email address of the new signer.
  3. Enter the name of the new signer.
  4. Enter a reason for changing signing responsibility.
  5. Select a
    Delegate
     to finalize.

Manually sign

The documents can be downloaded if the signer wants to manually sign the document.
  1. Select
    Manually Sign
    .
  2. Select
    Yes
    .
  3. Select
    Download All
     to download all documents available.
  4. 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.
  1. Select
    Access Documents
    .
  2. Complete
    Authentication
    .
  3. Select the
    Document Name
     to download only that document.
  4. Or, select
    Download All
     to download all documents in a ZIP file.

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