Zegal's upload and sign feature allows you to upload multiple (external) documents and sign within the app by few simple steps:
Step 1: Go to Upload & Sign (toolbar), then click on upload or just drag and drop a file.
You can click on Edit docx icon to use In-app editor feature to edit and add your own clauses to the document within the app.
"Note: Edit docx option is available only when you upload a word file".
Step 2: Click on Preview to view the full document.
"Note: Each document maximum upload of 30 MB file".
Step 3: Click on Add a Signer icon to add members for signing.
Step 4: Fill the details which includes email address, first name and last name of the member.
Note: If the member is someone else from the company or a counter party, you can always assign roles as signer or viewer.
You can also add multiple members for signing by clicking on Add more.
Step 5: Click on Add.
Step 6: After adding the member, click on signature block.
Note: External documents will not have their own signature blocks so you'll have to add a block for each signer added in the sign step with at least one field such as Signature, Date, Signer Information and Initials.
Step 7: Specify where you want to sign.
Step 8: Once you are done with uploading, editing the document, adding members for signing and adding signature block, click on Start Signing.
Step 9: After clicking on Start Signing, the step gets activated, turning the step color to blue.
Step 10: Then click on Sign to proceed signing of the document.
Step 11: Sign the document by drawing, selecting (typing) or uploading a digital signature to sign the document.
Step 12: Once the signer signs the document, the signature will appear on your document.
And here you are done with a signed document.
If you have any questions, please feel free to reach out to us via our live chat or email us at service@zegal.com