You can request one or multiple recipients’ signatures by uploading and sending files. All you need to do is to log into your CocoSign account and click the Send for Signatures on the dashboard.
Step 1 - Add Documents
Firstly, you have to upload the files that need to be sent out for digital signatures. There are two options for adding the document.
- From Your Device - Choose the files from your computer or drag and drop them to the corresponding area.
- In the Cloud - CocoSign is integrated with Google Drive, Box, Dropbox, and OneDrive. You can upload your document from any of these cloud storage services.
Note: The only signer option indicates that you are the only one authorized to sign the document. Leave this box unchecked if you want your recipients to be able to access and sign the document.
Step 2 - Add Recipients Details
After you’ve uploaded the file, you’ll need to add the recipients’ email addresses and their names. You can send the document to them for signatures or simply send them a copy.
If you want to send your document to multiple recipients, you can click on the + button. In this case, the recipients will sign this document without any sequence requirement. If you wish to get your documents signed in order, select Add a signing step and segment the recipients into groups.
Please note every signer would be notified by email to sign in the sequence you've specified.
You will be notified via email if any signing action is completed or denied by the signers.
As you can see, there is a Mail and a Key button next to the recipient information. The purpose of the Mail is to include some private notes for the receiver. It is optional and only visible to the specified recipient.
When you click the Key button, an authentication code will be emailed to the recipients, which they will use to open and access the document.
Step 3 - Add Fields
This step allows you to edit your document and add the appropriate fields for your recipients to sign or enter other information. Navigate to the right side of the control panel to find tools for document editing.
Place the fields where you want the recipients to fill them out. All field sizes can be adjusted by zooming in and out. After you've added the mandatory fields, use the drop-down arrow to select the recipient who must fill out this section.
When finished, you may preview it by clicking the Preview button.
Step 4 - Review
In the final review stage, you may leave a note in the Email Message box. You can also set a deadline for signing the document or send a reminder to the recipients to remind them to sign it.
If you want to customize your branding logo and colors, then click on Personalized branding.
When you’ve personalized the branding, click Send and wait for a response from the receiver. After the document is finalized, everyone involved will receive a copy of it.