How to Request a Signature from Others Using Subira Pro

by with No Comment Blog

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.

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How to Self-Sign and download a Document with Subira Pro in 3 Easy Steps

by with No Comment BlogTutorials

Overview:  

This step-by-step tutorial shows users how simple it is to sign documents using Subira Pro’s intuitive platform. Whether you’re approving contracts, agreements, or forms, Subira Pro allows you to complete the process in just a few clicks, securely and efficiently.

Steps:

Upload Your Document. Begin by logging into your Subira Pro account. Navigate to the “New Document” section.

Upload the Document you need to sign. You can either drag and drop the document or browse your files to select the appropriate one.

Submit the document. Click on Submit to upload the document.

Place Your Digital Signature. Once your document is uploaded, it will open in the editor where you can place your digital signature.

Choose the “Signature” option.

Click on the “Self” tab.

Add New Signature. Click on add new signature to create your signature for documents.

Draw your signature. You have the option to create a custom signature by drawing it, uploading an image, or using pre-saved signatures from your profile. In this tutorial, we’re going to draw a signature using our laptop’s trackpad. You can use other devices like a mouse, graphic tablet, etc.

Your newly added signature will appear here at the left panel. Click on this signature and this signature will appear on the top left corner of the active page of the document.

Drag it (your Signature) to the appropriate location on the document.

  • Downloading after completion:

After placing your signature, click on the “Download” button to finalize the process. Subira Pro automatically saves your signed document in your account for future reference.

It will ask you the location to save your documents. Give the correct location and save the document.

The Self-signed document will be downloaded.