![]() ![]() ![]() Repeat these simple steps for each signer. To show each signer where to include their signature, each field will be automatically assigned to a specific signer. Next, drag and drop fields onto the document. Your document will open in a separate tab already loaded in the PandaDoc app.Īt this point, you only need to add signature fields for signers before you send the document. On the right side, type in the email addresses of future signers, then click Prepare document in the lower right.Ĭlick Allow in the pop-up on the right. Whenever you need to send a document that requires someone else’s signature, select the Request signature option. On the right, you’ll see the option to download a signed PDF. The document will become Completed, and you can close this tab. Once you’ve filled out all fields, click Finish document at the top. as well.Ĭlick on a signature field, then add your signature by uploading, drawing, or typing it. You can add date fields, text fields, etc. Simply drag and drop a signature field onto the document. On the right, you’ll see that your name has already been selected as a signer. Click Allow in the pop-up and your document will then open in a separate tab already loaded in the PandaDoc app. Click on Self-sign document and the PandaDoc panel will open on the right side. Select this action when you’re the only signer on this document. In the next section, we’ll talk about each of these actions in more detail. Check document statuses (if you need to check the document’s current status).Request signatures (if someone else needs to sign this document).Self-sign document (if you’re the only signer).Select the appropriate action in the ribbon. Open a document in Microsoft Word (in this article, we'll demonstrate the process in Word Online) and click on the PandaDoc tab. ![]() Select an option and simply follow the instructions. Here you can choose to either log into an existing PandaDoc account or create a new Free eSign account. The PandaDoc panel will open on the right. Log into your PandaDoc account, or create a new one for freeĬlick on any action beneath the PandaDoc tab. ![]()
0 Comments
Leave a Reply. |