How to Send, Sign, and Manage Documents in AiSign

Using the Document Editor

Step 4: Personalize Your Document

• Add Signature and Form Fields:
  • Drag and drop signature fields and any additional form fields (e.g., date, initials, text boxes) onto your document where required.
• Assign Fields to Recipients:
  • Ensure each field is assigned to the correct recipient, especially if there are multiple signers.

Step 5: Finalize the Document

• Review the document to make sure all necessary fields are in place.
• Click ‘Send’ to dispatch the document to the recipient for signing.

Signing a Document

Step 6: Access the Document

• Check Your Email:
  • Look for an email from AiSign containing a link to the document.
• Or Log In to AiSign:
  • Navigate to your ‘Inbox’ to find the document awaiting your signature.

Step 7: Complete Required Fields

• Sidebar Navigation:
  • On the right-hand sidebar, you’ll see a list of all fields that require your input.
  • Click on any field in the sidebar to jump directly to its location in the document.

Step 8: Sign the Document

• Add Your Signature:
  • Click on the signature field, which will open a signature box.
  • Select or Draw Your Signature:
    • Choose from saved signatures or create a new one.
  • Click ‘Select Signature’ to insert it into the document.
• Complete All Fields:
  • Fill out any additional required fields (e.g., date, initials).

Step 9: Finalize the Signing Process

• Once all fields are completed, a pop-up will appear.
• Click ‘Finalize’ to complete the signing process.
• Confirmation Email:
  • After all recipients have signed, you’ll automatically receive an email with the completed document attached.

Viewing Certification and Downloading the Document

Step 10: Download the Completed Document

• From the Email:
  • Open the email you received after all parties have signed.
  • Click the ‘Download’button to save the document to your device.
• From AiSign Dashboard:
  • Log in to AiSign and go to your ‘Completed Documents’
  • Locate the document and click ‘Download’.

Step 11: Access the Signing Certification

• Download Certification:
  • Next to the ‘Download’ button, click the down arrow.
  • Select ‘Certification’ from the dropdown menu.
• What is the Certification?
  • The certification serves as proof that the document was correctly signed by all parties.
  • It includes details such as timestamps, IP addresses, and audit trails.

Need Additional Help?

If you encounter any issues while updating your time zone:

• Contact AiSign Support:
  • Correo electrónico: [email protected]
  • Phone: 1-800-AISIGN
• Support Resources:
  • Visit our Help Center for more guides and FAQs.

Conclusion

With AiSign, sending and signing documents is quick and effortless. Whether you’re sending out contracts, agreements, or any document that requires a signature, AiSign streamlines the entire process from start to finish.

Thank you for choosing AiSign, and happy signing!