Category / Section
Self-signing a document
Published:
2 mins read
The process of self-signing a document is very similar to the process of sending it out for signature to others. The detailed steps involved are given below:
- Click the
Create New
button at the top of the screen and choose theCreate New Document
option.
- Choose any one of the supported file types from your computer or from your cloud drive. We support PDF, JPG, PNG, and DOCX files, but PDF is the preferred format, so try to use that if possible. You can drag files directly from your computer to the dotted target area.
- Add more files if required, by following the process outlined in the previous step.
- You are the only recipient, so click
Add me
to add yourself.
- You can add anyone who needs to be sent a copy of the signed document by adding their email address to the CC box.
- The document title lets you specify a unique title that will be used to identify this document within BoldSign. This name will also be specified in the signature request email sent to all the recipients.
- A default title is provided based on the file you uploaded earlier, but you can always change it if required. It is a good practice to make sure that the document name given would uniquely identify this document.
- You can ignore the remaining settings on this page since they are not relevant to the self-signing scenario, and click the
Next
button at the top right corner of the screen to advance to the next step. - You can drag and drop any required fields from the fields list onto the document surface and assign them to each signer.
- The label is a special field that lets you add some content to the document before it is sent for signature. Please note that this is not a field for the recipient to fill in but for the sender to fill in before sending. It is as if this content was part of the document even before it was uploaded to BoldSign.
- A signature dialog will be shown when you add a signature field to the document since you will be signing the document as you are preparing it. Select one of the pre-defined signature font styles, draw your signature, or even upload an image containing your signature.
- Click the Accept & Use button to insert your signature into the signature field. This process is only required for the first signature field since we will remember your signature for the next time. You can also edit your signature by clicking on the filled signature field, this will bring up the signature dialog again.
- That’s it. You have successfully self-signed your first document using BoldSign. A copy of the signed document will be sent to your email.
We have also published a video tutorial on this topic. Check out the video below: