Products

View Products Overview

Collect information to use in contracts and agreements.

Create contracts swiftly through templates, AI, or create and edit your own.

Route contracts seamlessly for editing, review, and approval.

Easily work with internal and external participants to edit and redline contracts in real-time

Capture secure, compliant, and legally binding signatures on any device.

Connect to the systems you use daily, or build into your application with our APIs.

Quick Sign

View our Pricing & Plans for a detailed list and comparison of features available in each plan.

In Docubee, e-signature is offered as Quick Sign. The Quick Sign (QS) feature does much more than enabling you to quickly set up a document for getting eSignatures. It can: 

  • Collect your eSignatures with or without an audit trail. Docubee’s audit trails archives when and where a document was signed, and by whom.
  • Create a password when preparing your document, and the signer will have to enter the password to access and sign the document. This is a great way to add an extra layer of security to any documents sent. (Contact us for more information.)
  • Require SMS 2FA from signers.
  • Extend the compliance of Docubee’s legally-binding eSignatures with the ability to request location data from signers’ web browsers when they complete an eSignature task. So, we’ve added geolocation, tamper-proof documents, and encryption at rest and in transit. (Contact us for more information.)

Note: Integrate with our APIs or integrate our APIs into your actual application to allow sending documents in bulk, collecting legally binding e-signatures, tracking where those documents are in the process and routing them to their storage.

In this article:

Before you Begin

You must be a member of the workspace for which you want to prepare a document to send for signing.

Get a Document Signed

  1. In the Dashboard, select Get a Document Signed to open the Quick Sign modal.
    QS-modal-DB
    Note: For a tour of this modal, at lower-left corner click (?) Need help getting started? 

Upload a Document

  1. You can either upload a document or select a template. To make it extremely convenient for you to upload documents from various sources, we offer six ways to do it. In the QS modal, click one of these buttons:
    • Upload Document or drag & drop a document here
    • Docubee Document Assistant
    • Docubee Doc Library
    • Google Drive
    • Box
    • A Docubee template
  2. Select the document(s) to upload.
  3. The selected document(s) are listed on the QS modal as ‘Ready to upload’.
    QS-files-uploaded-DB

  4. Click Continue to upload the document(s) and display the Fill or Sign modal.

Supported formats: DOC, DOCX, HEIC, JPEG, JPG, PDF, PNG, RTF, TIF, TIFF, WEBP, XLSX

Fill or Sign

  1. In the Fill or Sign modal, click one of the following:
    • Sign it Myself – You can immediately complete this signing and get your finalized document.
    • Send and Sign – You can send this document to one or more participants for signature and then have it returned to you.

Note: Docubee templates have pre-configured roles and fields making it easy to send the document to participants for signature. If you choose to:

  • Send & Sign, you only need to enter an email address for each predefined role and the participants will receive an invitation to fill out and sign the document.
  • Sign it Myself, the template will not have the pre-configured fields. You will have to add the required stamps yourself.

Sign it Myself

  1. Select Sign it Myself to immediately sign the document. Click Sign Now at the lower-right.
    sign-myself-DB

  2. The Self Sign modal is displayed.
    Use the Hide Thumbnails/Show Thumbnails icon on the toolbar to hide/show the document thumbnail in the left section.
    prepare-doc-DBStamps are available on the right. Use it to stamp your signature, date, custom text, etc. , directly onto the document. Click on the stamp and then click on the document to place it. You can adjust the position by clicking on it and dragging it.
    Note: If you uploaded a pre-built Docubee template and chose to sign it yourself, it will not have any pre-configured fields. Use stamps to add fields.
  3. At the upper-right, click Finish and Download.
    Your content is burned into the document and finalized.
  4. The Signing Complete modal displays with the message, “Your document is ready!”
  5. Click Download Now to download the finalized document as a PDF.
  6. Click the X to close the modal.

Send and Sign (Send for Signature)

Note: Docubee templates have pre-configured roles and fields making it easy to send the document to participants for signature. You only need to enter an email address for each predefined role and the participants will receive an invitation to fill out and sign the document.

    1. Select Send and Sign.
    2. Enter the signer’s Role, Email, and Name. Use the toggle switches to set whether the signer should receive the finalized document(s) and/or attachment(s).
    3. Add additional signers (up to six individual roles for signing) and/or recipients (up to ten), as required.
    4. You can set the signing order by switching on the toggle for Set Signing Order and then click and drag signers to rearrange in the list. The option will be available after you add a second signer.
      Note: See more information under Set Signing Order, About Signers, and About Recipients.
  1. Click Continue to open the Prepare Document modal. See Preparing a Document in Docubee for more information.
    1. You can place fields in the document by either:
      • manually drag & drop / place fields on the document or 
      • clicking Scan for Fields to automatically scan the document and place the fields in it. You can then edit the field’s appearance.
        Note: For large documents it may take a few moments to locate the fields.
    2. In case you have multiple signers, you can assign fields to be completed by each signer. 
      • Select a field and then select a signer from the Assign to Role dropdown and designate it as required or optional. The color of the field changes to match that of the signer’s role.
  2. At the upper-right click Send For Signature.
  3. In the Finalize document modal, click the Expiration dropdown menu and set your expiration date to one of the available options. For more information see Quick Sign with Expiration Dates.
  4. Click Send Now.
  5. Your document has been sent!
    Note: If you send this document often, you can choose to save it as a template which would save you time assigning fields each time.

    • Enter a name for this template and click Save as Template.

Set Signing Order

You can set the signing order by switching on the Set Signing Order toggle. The option will be available after you add another signer. 

  • If you do not choose a signing order, then all signers receive the email simultaneously/in parallel and whoever signs first is the first signer. The second signer can see the first signer’s signature, etc. 
  • If you choose a signing order, only after the first signer has completed signing and submitting the document will the second signer receive an email informing them of a document to sign. 
    • Use the color swatches to the left of a signing participant box to drag and change the order. Note the number displayed in the color swatch to indicate the signer’s number and order.

If you uploaded a pre-built template, it will come with pre-configured roles and fields.

About Signers

  • Signers don’t need a Docubee account to access, fill, and sign their document.
  • You can choose to let them also receive the finalized document by using the toggle switch Receives finalized document.
  • You can choose to let them also receive attachments by using the toggle switch Receives all attachments.
  • Click the gear icon to display the Advanced Settings where you can use the toggle switches to grant/revoke the following:
    • Additional Actions
      • Allow signer to decline
      • Cancel process upon decline
        Available to set if Allow signer to decline has been toggled on.
      • Allow signer to delegate
    • Additional Security
      Note: See Knowledge Based Authentication (KBA) Configuration for information on security using the API.

      • Require password
        When you toggle this on the Password field is available. Set the password the signer must enter to access the document.
      • Require SMS two-factor
        See ‘Set up a Document for Signing with 2FA’ in Two-Factor Authentication for more information.
    • Customization
      • Customize notification email
        You can customize the content in the email subject and body to suit your requirements.
        Note: The default email message is used if you do customize it.

About Recipients

  • Recipients will receive the finalized document after the QS process is completed.
  • You can choose to let them also receive attachments by turning on the toggle switch, Receives all attachments.
  • After a document has been signed/completed, recipients will receive an email with a Download Signed Document button to download the finalized signed document.
    Note: The download link expires in two weeks, we recommend you download it as soon as possible.

Manage Recipients

If you are an admin, you can click on the gear icon (to open/close the Admin Actions accordion) for any recipient and do the following:
manage-recipients

  • reassign this document to another recipient, 
  • resend the email for the current recipient, and/or 
  • generate a link and send it to a recipient if they are having trouble accessing their email.
    1. Click the Generate Link button to copy the link to the clipboard. You are informed, ‘Text copied to clipboard’.
    2. You can paste the link and send it to the recipient.

Track & Manage your QS Documents

You can view documents you’ve sent for signature on the dashboard in the QS module. All members of a workspace can see all its QS processes.

Note: In the dashboard, you can Edit Dashboard and on the QS module click More (ellipsis icon). Select Module Settings to open the Configure Quick Sign modal and filter QS documents by status (All Instances, Complete, Canceled, Expired, In Progress). Confirm your settings by clicking Update Module. Click Save Dashboard.

View Quick Sign Process Details

  1. From the Documents | Quick Sign section, select a QS process to view its details in the right pane. The details include who it’s from, when it expires / has expired, the other recipients, and their statuses.
    Note: One day before expiry the right pane details will include the message, ‘This process is expiring soon.’.
  2. If you have been provided access to the finalized document, at the bottom right you can click:
    • Preview Document to view the document
    • Download Document to download it.

Cancel Quick Sign Process

  1. From the Documents | Quick Sign section, select a QS process to cancel.
  2. Click the cancel process button (stop icon) at the right end of the QS process instance.
  3. In the Cancel modal you will be prompted to confirm your intent to cancel the QS process by clicking Cancel Signature Process.
  4. This QS process will now have a canceled status.

Known Limitations

You can have a maximum of six signers.

Related Information

Quick Sign with Expiration Dates
Docubee 101 September Webinar Recording (Webinar of Sep 2023)
Preparing a Document in Docubee
How to Import from Box.com
Get Documents Signed or Sign Them Yourself with Quick Sign from Docubee (Video)
Roles (Video)
How To Create an Electronic Signature with Docubee (Blog)
11 Benefits of Document Automation That Can’t Be Ignored (Blog)
Additional Resources

Need more help getting set up? Contact us for assistance from our customer support team.