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How to self-sign a document on a mobile device?

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2 mins read

You can self-sign a document on your mobile device by adding your own digital signature. The process is similar to sending a document out for eSignature to others.

Follow the steps below to self-sign a document on your mobile device:

  • On the dashboard page, tap the + button on the bottom navigation bar to display the Create New screen. Select the Create New Document option.

Create new document option

  • You will be directed to the Upload Documents screen. Tap the Upload Documents button to upload the necessary files from your local storage.
  • You can Replace or Cancel the uploaded file by tapping on it and selecting the options at the bottom of the bar.

Upload documents screen

  • Then tap the Continue button and you will taken to the Recipient List screen.
  • Add yourself as the recipient by tapping the Add me button at the bottom of the bar.

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  • Your details i.e. Name and email address will be automatically filled. You can edit or delete if needed.
  • Once done, tap the Next button and you will be navigated to the Prepare Document screen.

Recipient list screen

  • Fill in any other required fields, then tap the Configure fields button on the Prepare Document screen to add form fields to the document.

Recipient list screen

  • On the Configure Fields screen, tap the + Fields button at the bottom of the screen or long press on the document and the list of form fields will be displayed.
  • Select the required form fields and place them in the desired positions.
  • While adding the form fields like Signature, Initials, Image, and Editable date, you are requested to fill in the respective form fields immediately.
  • When you add form fields such as Date Signed, Name, and Email, the fields will be filled automatically. By default, the checkbox field is checked and can’t be unchecked.
  • After filling in the form fields, tap the Finish button on the top-right corner of the screen to go to the Document Actions screen.

Configure fields screen

  • Tap on the Finish signing option to complete the signing process.

Finish signing option

  • Now you have successfully self-signed the document and a confirmation message will be displayed as shown below.

Confirmation message

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