- Begin by selecting the option for creating new mail in Outlook or composing a message in Gmail.
- Click the Document GPS orange paperclip that replaces the old, insecure, and traditional way of attaching documents. This action will launch the Upload Files screen.
- To upload the PDF that requires signing, simply drag & drop it to the upload files box or browse for the file from your computer.
- Once the document has been uploaded, enable e-signature on the document by clicking on the e-sign icon as shown in the image below.
- Click on the Add Signature Fields button. Click "continue" when a message prompt appears.
- Navigate to the left side of the screen and select the fields you would like to include, such as where the recipient should sign, or if you want to add a text or date. Drag & drop these fields to position them on the page as needed.
7. After completing the process, click on the button provided to securely attach your e-signature document to your email before sending it out.
Important:
- Recipients included in the TO field of the email will have the ability to sign the document. Senders who need to sign will also need to include their email in the TO field.
- Recipients in the CC and BCC fields can only view the document but will not be able to sign.
8. Once you have sent the email, the recipient will receive a notification from Document GPS. They can simply click the file link included in that email to initiate the signing process.
9. After the signers add their e-signature and clicks the "submit" button, the signed document will be sent back to the document owner. The document owner will receive an email confirming that the document has been successfully signed. The tracking screen in Document GPS will also display confirmation that the document has been successfully signed.