Self-signing with Signeasy

Modified on Tue, 24 Oct 2023 at 09:23 AM

Signeasy offers an improved experience for signing a document and adding additional options such as text, date, and checkboxes.

Signing a document yourself

Open the Self-Signing workflow by either selecting Send for Signature > Sign Document to import a document, or by hovering over a previously imported document under Originals and clicking Sign > Sign Document.

Idea: To import bulk documents for self signing, send the documents to from the email address you registered with Signeasy, and it will be automatically imported. 
Once we've successfully imported your document, we will send you an email notification of the successful upload.

How do I add text to a document?

  • To add text, you have the flexibility to choose between the freestyle Text option, Name, or Email fields found in the left sidebar. Simply click or drag your preferred option onto the document to position the field, and then begin typing. Utilize the Enter/Return key for multiline text if necessary.

  • For text adjustments, choose the text field and access the available actions on the right sidebar: modify the font size or easily remove the text if it's no longer required.

How do I add a date to the document?
  • To add the date, select Date found in the left sidebar and place it on the document.

  • To adjust the date font size, format (month/day/year), or remove it, simply choose the provided options.

How do I add a checkbox to a document?

  •  Click on the List icon located in the upper left sidebar, then pick the desired checkbox type (checkmark, crosscheck, or radio button).

  • Click anywhere on the document to place the selected checkmark.
  • To resize the checkbox, click and drag the corners of the box or delete it by tapping the Delete option on the right sidebar. 

How can I add images to my document?

  • Select Image from the left sidebar, which will enable the image library on your computer.

  • Locate the image you'd like to add, then select Open to place it on the document. 
  • Select and drag the corners of the image to resize it, or use the Trash icon to delete it.

Note : Adding images is currently only available for Self Sign. Also images can add significant size to the document depending on the size and quality of the image. Images are imported with backgrounds, if you need a transparent background you'll need to import an already transparent image.


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