Signing an Envelope

When someone sends you an envelope through SignedX, you will receive a notification via email or SMS with a link to review and sign the documents. This article covers the full signing experience, including accessing the envelope, adopting your signature, and completing or declining the process.

Accessing the envelope

Via email:

Open the email from SignedX and click "Review documents". You will be redirected to the envelope in your browser.

Via SMS:

Open the text message on your phone and tap the link. You will be redirected to a mobile-optimised version of the envelope.

If the sender has enabled additional security, you may be prompted to authenticate before you can access the documents:

• Password — Enter the password provided to you by the sender and click "Proceed".
• Two-factor authentication (2FA) — Click "Send code", then enter the six-digit code sent to your mobile number and click "Continue".

Reviewing the documents

Once you have accessed the envelope, you will see the documents and have the option to review them or decline. Click "Review document" to proceed.

After reviewing, click "Click to begin" (or "Begin" on mobile) in the upper right corner to start completing the required fields.

Completing and signing the documents

The "Click to begin" button will automatically navigate you through each required field. Depending on how the sender has prepared the documents, you may encounter a variety of field types including signature fields, text fields, checkboxes, dropdown selections, date fields, and file upload fields. Simply complete each field as prompted — the page will guide you through them in order.

When you reach a signature field, click on it to open the signature adoption modal. You can create your signature using one of the following methods:

• Pre-made — Choose from generated signatures based on your name.
• Draw — Draw your signature using your mouse, trackpad, or touch screen.
• Upload — Upload an image of your signature (on desktop) or take a photo using your phone's camera (on mobile).

Once you are happy with your signature, click "Adopt signature". Your signature will be placed on the document and saved for any remaining signature fields.

Completing the envelope

After all required fields have been completed, click "Finish signing" (or "Finish" on mobile) in the upper right corner.

You will see a confirmation message that the document has been completed. Once all recipients have finished their roles, you will receive an email with the signed documents and a certificate of completion attached.

Declining an envelope

If you need to decline an envelope, you can do so at two points:

• Before reviewing — After clicking "Review documents", click "Decline" and provide a reason.
• After reviewing — If you have already begun reviewing, click "Actions > Decline envelope" and provide a reason.

The sender will be notified of your decision along with the reason you provided.