First, what document do you need signed by someone else?


A. One of FormSwift's Templates →

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/3ca7860d-8af8-420f-a608-00db8cadbdf5/Group_34.png

B. One That I Uploaded Myself →

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/29651019-f202-446f-8182-ca0c26c2d4b1/image_1.png

A. Requesting Someone Else to Sign Your FormSwift Template


Once you reach the signature portion (typically at the end) of the template, you will have the option to select who needs to sign the document

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/54b709df-0d14-4c7a-a608-9499fa6f4b20/Screen_Shot_2020-09-09_at_10.07.54_PM.png

  1. Click on "Someone Else"
  2. Click the green "Save and Export" button and you will get brought to a new page
  3. Click here and proceed to step 2 below →

https://formswift.typeform.com/to/hy5QuUwS

<aside> 📞 Need more help? You can contact us here with any questions. We’d love to hear from you.

</aside>

B. Requesting Someone Else to Sign Your Document


  1. Start by clicking the "Send For Signature" button next to your document name in the My Documents tab

    https://s3-us-west-2.amazonaws.com/secure.notion-static.com/e7d4ebc5-6cad-4de0-81ba-7a08a7167a5b/Group_38.png

  2. If your document is open, you can click on the "Send for Signature" tool if it isn't already selected

    https://s3-us-west-2.amazonaws.com/secure.notion-static.com/f2076220-ca3b-4a51-b236-58bf3212803b/Group_36.png

  3. You'll need to confirm that the document is finalized for signing because you won't be able to make any further changes once it's been signed by the recipient(s)

  4. Type in your recipient's email address and click the green "Next" button

  5. Select "Signature" to add a signature field