The Signer’s Experience (Quick Sign)
When a user (originator) sets up a Quick Sign (QS) process and sends it to signers, the QS process has started. You can track and/or cancel it from your dashboard’s Quick Sign module or in the Documents page under Quick Sign.
Signers will receive an invitation email informing them they have a document to review and sign. (Note: As an admin, you can customize the invitation email when configuring the Quick Sign in Docubee). The email includes a Review Document button that will navigate them to the document. They can then sign the document and click Submit Document.
Note: Documents sent through Docubee will come pre-populated with the signer’s information if they are logged into Docubee. However, users don’t need a Docubee account to fill and sign their document. So, any user can access their link, fill in, and sign documents.
If you have a Docubee account and are one of the signers:
- Log in to Docubee and select the workspace.
- From the list of QS processes, select the one to sign.
- On the right, under Recipients, click the Sign Document link available to you.
- The document to sign is displayed. Sign the document and click Submit Document.
- The message, “Your document has been signed successfully”, will be displayed.
After the signatures are completed, the finalized document is sent via email to the originator and specified recipients and signers. They can click the download button included in the email to download and save the signed document and its audit trail.
Related Information
Quick Sign
Docubee 101 September Webinar Recording
Additional Resources
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