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How to send a Signature Request?
We're excited that you'll be trying out our new document workflow. This guide is designed to walk you through the process of setting up your documents with our latest workflow system.

How to send a Signature Request?

To send a signature request using DeedSign software, you can follow a similar general process to the one described, tailored to the specifics of the DeedSign platform. Here’s how you might go about it with DeedSign:

Step 1: Sign Up or Log In

First, create an account with DeedSign or log in if you already have one. Ensure your account is set up and ready to use.

Step 2: Upload Your Document

In your DeedSign dashboard, look for an option to upload or create a new document. Select the document you need to be signed from your computer or cloud storage.

Step 3: Define Signers

Input the email addresses of the people who need to sign the document. DeedSign should allow you to specify the order of signing if necessary.

Step 4: Add Signature Fields

With the document uploaded, use DeedSign’s tools to drag and drop signature fields onto the document. You can also add fields for dates, initials, and other relevant information. Position these fields where each signer needs to complete them.

Step 5: Customize the Request

Add any messages or instructions for the signers. This step is crucial for providing context to your signers about the document they are signing.

Step 6: Send It Off

Once your document is ready and all fields are correctly placed, send the signature request. DeedSign will email a link to the document to all specified signers.

Step 7: Monitor Progress

Keep track of your document’s status through the DeedSign dashboard. You can see who has signed the document and who hasn’t, and send reminders if needed.

Step 8: Finalize

After all signatures have been collected, DeedSign will notify you that the document is complete. You can then download the signed document or access it from your DeedSign account. All parties should also receive a copy of the signed document.

Key Features to Remember with DeedSign:

  • Security and Compliance: DeedSign ensures that all transactions are secure and comply with relevant eSignature laws.
  • Ease of Use: The platform is designed to be intuitive, making it easy for both senders and signers to use.
  • Integration: DeedSign may offer integration options with other tools and platforms you use for your business, enhancing workflow.
  • Support: If you encounter any issues or have questions, DeedSign’s customer support can assist you in making the most out of their platform.

Using DeedSign to send a signature request can streamline your document signing process, making it faster, more efficient, and environmentally friendly by reducing the need for paper.

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