1. Choosing a template type
Before signing your document, you must first choose which template you want to use. This is selected via the ‘Template’ dropdown menu in the blue bar, as shown in the image below:
Templates are pre-defined settings that can customise your signing experience. You can change all textual messages so they reflect your usage and company. You can pre-define rules regarding deadlines and signing methods. Many organisations create templates for different use cases, such as HR, Sales, Leasing, and more.
2. Add one or more signers
Choose who needs to sign your document.
Click the ‘Add one or more signers’ bar below:
Enter the Name and E-mail fields and other optional fields.
Once the information is added, you can change the elements in the flow. However, keep in mind that these settings are part of the template, so instead of changing them every time, consider creating your own custom template.
Notification: | Authentication: | Signing: | Signer’s Copy: |
Here, you decide how the signer should be notified. Learn more here. | Authentication allows you to verify that the signer is indeed the person they claim to be. Learn more here. | Here, you choose the method the signer should use to sign the documents. Learn more here. | Here, you select the format in which the signer will receive their copy of the signed document. Learn more here. |
Now click the Add signer button.
Additional Settings
If you need to further configure the signing process, click the Settings button. Learn more here.
3. Add files for signing
You need to click on the blue bar named ‘Drag files or click on +’.
You can now freely select the documents you wish to send for signing.
Note: Please be aware that you can only send documents in PDF format for signing. All other file types will be attached as appendices but cannot be signed using Addo Sign.
After selecting the document(s) you wish to attach, click ‘Open’ (depending on your language settings). You can read more about how to change language settings here.
4. Message to signers
In this field, you have the option to send a message to the signer of the document. You can choose to write your own personal message or use one of the templates provided by the system. Learn more here.
5. Recipients of copy
If you need to send a copy of the signed documents to a third party, you can learn more here.
Now, simply click Send.