Overview:
In this tutorial, users will learn how to easily request signatures from others, whether they are clients, colleagues, or business partners. Subira Pro simplifies the process by allowing you to assign signature fields and track the document’s progress after it’s sent.
Steps:
Upload the Document and Designate Signature Fields:
Start by uploading the document for which you need signatures from others.
In the editor, identify the places where signatures are required and use Subira Pro’s tools to add signature fields. You can also assign initials, checkboxes, or dates wherever necessary.
Click on “Signature” on the left panel.
Click on “People”
Now we need to add the recipient into our application’s contact list. Click on the Add Recipient icon.
Enter recipient’s details and click “Submit”.
Recipient will be added to the contact list. Now we need to add the signature field to the document.
Click on the “Assign People” dropdown to create a signature field for the newly added recipient.
Select the recipient from the dropdown.
Click on “Add Signature” after selecting the recipient.
A signature field will appear on the top left of the current page of the document. You can drag the field to any location on the page that you want.
Click on the “Next” icon on the top right of the screen.
Enter the Subject and Message body for the email that will be sent to the recipient.
An email will be sent to the recipient to sign the document. And you’ll be able to see the progress in the Subira Pro’s Dashboard.
