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Did you ever need to get an individual or a group of people to sign a document? Even if you work together or live in the same city this might present some difficulty. If the signers live in different cities or even countries the difficulty is only compounded.
In the past, you would have had to print the document and send it by post or courier, spend a considerable amount of money and wait for days or even weeks for the signed document to return. Besides needing a printer and a scanner, the whole process was time consuming.
Now there is a far easier way to request signatures. You can simply use PDFfiller to request a signature online.
To get started, upload a document to your account or open a document that’s already there. If you need to edit the document before requesting signatures, you can easily do so using our powerful editing tools.
When you’ve finished editing your document, click the Done button and select SendToSign from the drop-down menu.
PDFfiller offers two options to request digital signatures, SendToEach and SendToGroup. In both cases you can send up to 20 signature requests.
SendToEach: each recipient signs only his/her copy of the document and returns it to you.
SendToGroup: all recipients sign the same document, for instance a multilateral agreement, and submit it to you.
To create your signature request, start by adding the email address and name of the recipient. You can add more recipients by clicking Add Another Recipient.
If you choose to enable two-factor authentication, the recipient will get a unique passcode via text message. To open the document, the recipient will have to enter this passcode.
You can give each recipient signature-only or full editing access to the document, require them to take a photo with their webcam for identity authentication or request additional documents be uploaded when they return the signed document.
If you select to request signatures using SendToGroup, create an envelope name to label your group. Only you will be able to see this label.
Use the Sign in Order option to set the order in which SendToGroup recipients receive their requests to sign the document. Check the Sign in Order box and then either drag or type to the left of each recipient their sequence number to set the desired order.
If you need to insert more fillable fields in the document so that each signer can fill only their respective field(s), just click Add Fillable Fields and Assign Roles.
The document will open in the editor where you can add fillable fields for text, numbers, checkboxes, signatures, initials, dates and photos.
In addition, you can create the document’s ID to track and report its SendToSign status.
When you’re ready to send your signature request, click the SendToSign button at the bottom of the page. PDFfiller will send your recipients an email with a direct link to the document.
To check the status of a signature request, go to MY DOCS > OUTBOX > SendToSign. Here, you can see the document’s status via the icons or select a document and click Status for detailed information.
The status page will show you whether the document has been signed and returned and allows you to view and download attached authentication photos and additional documents if you requested them.
To learn more about how to request signatures, please watch the following video:
When you use PDFfiller to request signatures, you save yourself a lot of time.
If you like being able to request signatures online, you might be interested in a range of other great features that PDFfiller has to offer. Some of these include adding pictures, sticky notes, drawings, and blacking out or erasing text. Check out these tutorials to see the other great things that PDFfiller can do for you.
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General Questions About Getting Documents Signed
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What's the difference between "Share" and "SendTo" PDFfiller's Share feature allows up to 10 users to collaborate on the same document. SendToSign allows you to request a signature from up to 20 recipients, with the option of receiving a unique copy of each signed document, or all signatures on a single document (signed in serial or parallel). A PDFfiller account is required to access and edit a shared document, and one will be created for any collaborators or signers that do not already have one when you send your invitation or signature request.
What is SendTo? When do I use it?
SendToSign allows you to request digital signatures on any document from up to 20 other people. You have the option to request a unique copy of the signed document for each signature with SendToEach, or request all signatures on a single document with SendToGroup (professional plan or higher required). Business plan subscribers also have the option to choose the order in which SendToGroup recipients sign a document with Sign in Order.
How does SendtoSign work?
When creating your SendToSign signature request you can choose to send up to 20 unique signature requests with SendToEach, or request up to 20 signatures on a single document with SendToGroup (professional plan or higher required). Business plan subscribers also have the option to choose the order in which SendToGroup recipients sign a document with Sign in Order. We'll send your recipients an email with a direct link to the document, and a copy will appear in current PDFfiller users' Signature Requested folder. A PDFfiller account is required to access the document, and we'll create and include login credentials to a free account for recipients that do not already have one. Recipients will be able to sign and return the document for free with PDFfiller.
Is my Electronic Signature legal?
TYes! According to US Federal rules of Evidence #1001-1003, electronic signatures have the same legal consequences as the more traditional forms of executing documents. Thus, any form signed electronically has the same legal ramifications as a form signed in person. Read more about the E-Sign Act.
What is E-Sign Act?
The Electronic Signature in Global and National Commerce Act (E-Sign Act) is a United States federal law to validate the use of electronic record and signature in commerce. Read more about the E-Sign Act.
Can I try SendtoSign myself before sending a document to my client?
You won't be able to send a document to the email address you are sending from with SendTo, but you may send documents to another email address you own. Just be sure to use a different browser to retrieve and sign the document with the secondary account, or log out of your original account in your primary browser before attempting to retrieve and sign.
How can I retrieve the filled and signed document that I sent with SendTo?
We'll send you an email notification when the document has been signed, and you can also check the document's status or view the document in the SendToSign History folder, located inside of the Sent [and History] folder in MyForms.
How do I request signatures from third-parties? Can I send out a signature request? How can I get my documents filled and signed by others?
There are 3 quick and easy ways to request a signature with SendTo:
- Select a document in MyForms, then click the SendToSign button on the right;
- While editing a document, click the arrow next to Done and select SendToSign in the dropdown;
- Click the Done button in the editor, then select SendToSign on the following page.
Can I request multiple signatures?
Yes! With SendTo, you can request up to 20 signatures at a time, per document. You can also use SendtoSign as many times as you would like for any document.
Do my SendtoSign recipients have to be PDFfiller subscribers?
Recipients are not required to have an existing PDFfiller account for you to request a signature with SendToSign. However, if a recipient does not have an account, we will create a free PDFfiller account for them and provide them with login credentials automatically.
How do I password protect a document?
Currently, only SendToEach offers additional password protection for a document. Once you have selected the SendToEach option for a document, the option to select your security level can be found at the bottom of the page. If you select Enhanced Security, PDFfiller will generate a random PIN to protect your document, which can then be replaced by your own custom alphanumeric PIN simply by clicking and typing in the field. Please note that for security purposes, the document PIN will not be sent to recipients, and you will need to personally provide the PIN to each recipient.