This article describes the signature workflow from the signer's perspective.
Receiving a document
When you (or any monday.com user) send out a document for signature, each signer will receive an email with a link:
Filling out the document
When the signer clicks on the "REVIEW AND SIGN" button, the document will open in their browser:
Clicking the "START" button will take the signer directly to the first field to be filled out.
Once the signer starts filling out fields, they can click "NEXT" to go to the next field:
Clicking on a signature field will allow the signer to provide their signature in one of three ways:
By drawing... |
By uploading an image... |
Or by typing... |
Submitting the signed document
Once the signer has filled all the required fields, they need to click "FINISH" to submit it:
Declining the document
Sometimes a signer may want to decline the document. They can do so by clicking on the "OPTIONS" button, then the "Decline" button:
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