Send a document for signature
To send a document for signature, open Library › Signatures and press New signature request. Pick a PDF from your library, add who signs it, place the signature fields and press Send for signature. Each signer gets an email link. When everyone has signed, you and they receive the signed copy with a tamper-evident seal and a certificate of completion.
Before you start
Section titled “Before you start”- E-signature is included in every plan. See plans and pricing.
- The document is a PDF in your library. Upload it first in Library › Documents if needed.
- You know each recipient’s name and email address.
- In the side menu, open Library › Signatures. The page lists Documents you’ve sent out for signature, and what’s still outstanding.
- Press New signature request.
- Document: pick the PDF and press Create draft. The request is saved as a draft from here on.
- Recipients: add each person with their name and email, and choose what they do: Signs, Receives a copy or Approves. Add them in the order they should act. For extra protection, choose Email link + access code and tell the signer the code separately. Press Save recipients.
- Fields: place fields on the pages for each signer: Signature, Initials, Date signed, Full name, Title / capacity, Text or Checkbox. Press Save fields.
- Review & send: check the document and recipients, add a message, and set when the request expires (30 days unless you change it).
- Press Send for signature.
What the signer sees
Section titled “What the signer sees”- They open the link in their email. If you set an access code, they enter it.
- They confirm they are happy to sign electronically: I agree — continue to the document.
- They fill in their fields and sign with a finger, a stylus or the mouse, by drawing, typing or uploading their signature.
- When everyone has signed, each person is emailed the executed copy and its certificate of completion.
A signer can also press Decline to sign and give a reason. You are told, and nobody else is asked to sign.
What happens next
Section titled “What happens next”The request shows Out for signature, then Partially signed, then Signed by everyone. See Check signing status.
Troubleshooting
Section titled “Troubleshooting”I made a mistake after sending
Section titled “I made a mistake after sending”A sent request can’t be edited. Open it and press Correct & resend: this makes a fresh draft copy you can fix and send. Then cancel the old request.
My PDF isn’t in the list
Section titled “My PDF isn’t in the list”Only PDFs in your library can be sent. Upload the file in Library › Documents, then start again.
Is the signature legally binding?
Section titled “Is the signature legally binding?”ProspectingView records each signer’s consent to sign electronically, every step they take in an audit trail, and seals the finished document so any later change is detectable. Whether a signature is enforceable for a particular document depends on the law that applies to it. ProspectingView does not give legal advice.