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How to print and sign a document?
Published:
2 mins read
Printing and signing a document refers to the process of physically printing out a document and signing it with a pen. This option needs to be enabled when a document requires a physical signature. The print and sign option is available only for paid plan users.
Enable print and sign for signers
- Start creating a new document by clicking Create New and select Create New Document from the Dashboard page.
- Go to the Document settings section and you will see an option
Allow signers to print and sign
. Enable this option. - Once you have enabled this, the signers can print and sign the document.
Printing and signing on the signer side
- Click the
Review and Sign
button on the signer email, and the document opens up.
- Click the
More Actions
button on the top-right corner.
- Select the
Print and sign
option. A confirmation dialog box opens up for confirmation. ClickYes, proceed
to continue.
- The print and sign procedure is initiated, the document is downloaded, and you can exit the page.
- After that, print the downloaded document and sign it.
- Now scan the signed document and send it to the sender personally. This document will be further verified and uploaded by the sender.
- When a signer initiates the print and sign process, other recipients cannot sign the document until it is completed.
- The hyperlink field will not be shown in the downloaded document.
Uploading the signed document
- The sender gets notified through mail about the choice to
Print and sign
.
- The sender will receive the signed document’s scanned copy from the signer personally. After reviewing it, the sender has to upload it.
- Open the
My Documents
page and look for the sent document. - Click the document to open up the overview page.
- Click the
Upload Scanned Document
option and upload the signed document. - Now check the positions of the fields in the document. Then check the checkbox at the bottom and click the
Confirm field positions
button. The signing process is complete.
- The print and sign process has been completed successfully, and the other recipients can sign the document now.