Step 1: Select a template
Before adding signers and documents, you must first select a template by clicking on the white bar in the blue "Template bar". A dropdown list of available templates will appear, where you can also search for a specific template.
Templates contain predefined settings for signing, distribution, and other configuration options. For more information about templates for document signing, click HERE.
Step 2: Add one or more signers
The next step is to add signers individually by clicking the blue Add signer button with the plus icon. A pop-up window will appear.
You will then see the following screen:
You are required to add both name and E-mail regardless of notification or recept You are required to enter both name and email address, regardless of the selected notification or receipt method.
Once this information is entered, you can choose the notification, authentication, signing, and signer’s receipt methods, as well as other settings. These options are preselected based on the chosen template. Depending on the selected methods, you may also be required to enter a PIN or phone number.
Below is a brief description of each option:
Notification | Authentication | Signing | Signer’s receipt |
Select how the signer should receive the invitation to sign the document.
Learn more here. | Adds an extra layer of security to verify the signer’s identity before signing.
| Select the signature method.
Learn more here. | Choose if and how the signer should receive a receipt and a copy of the signed document. |
Once all required information and desired options have been selected, click the green "Add signer" button.
⚠️ Limitations for SMS delivery apply to certain blacklisted countries.
For the full list of countries or more information about SMS delivery via Addo Sign, click HERE.
Additional Settings
If you need to further configure the signing process, click the Settings button. Learn more here.
Step 3: Add files for signing
To add files for signing, you can either:
Click the blue upload field
Drag and drop your document into the upload area
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. PDF files can also be attached as reference documents without requiring a signature.
For more information about PDF format compatibility, click HERE.
⚠️PDF form fields remain editable after signing.
This is standard behavior. However, if any changes are made to the document after signing, including filling or modifying form fields, the digital signature will be broken and no longer valid.
After selecting the document(s) you want to send for signing (and any attachments), click "Send" to proceed. The signing process will begin, and a transaction will be created. You can track the status of the transaction at any time from the Overview.
Before sending, you also have the option to adjust settings, add recipients of a signed copy, or include a message to the signer. These options are all optional.
Additional Settings
Message to Signers
In this field, you can include a message to the signer. You may write a custom message or configure the message in the template. Learn more HERE.
Recipients of Copy
If you need to send a copy of the signed documents to a third party, learn more HERE.
How Does the Signing Process Work?
Need to guide your recipients through the signing process? Learn how it works HERE.