SERENESTUDIO

Signing a Document

This article describes what signers experience. If you are sending a document and want to understand what your recipients see, this article covers their flow. You can share this page directly with signers.

Signers do not need a Serene Studio account.

What signers receive

When a document is sent for signature, each signer receives an email containing:

  • A note that they have been asked to review and sign a document
  • Any message the sender included
  • A Review and sign button linking to their personal signing session

If the document has more than one signer, signers sign in order. You receive your email when the signer before you has finished.

Opening the signing session

  1. Open the invitation email.
  2. Select Review and sign (or use the link if the button does not appear in your email client).
  3. A browser tab opens showing the document. No login is required.

The signing link is unique to this signer and can be used once.

Reviewing the document

The signing page shows the document name and who sent it, followed by a preview of the document. If your browser cannot show the preview, select Download the document to review it before signing.

Completing your fields and signing

Below the document are the steps to sign:

  1. Under Document restrictions, read the list of document types that may not be signed here and select the box to acknowledge it.
  2. Under Complete your fields, fill in each field the sender assigned to you. Depending on the document, these can include Your signature, Your initials, Full name, Email address, Phone number, Address, Business name, and Text. You type your signature and initials. Fields marked (optional) can be left blank. The date is filled in for you.
  3. Under Consent to electronic signature, read the disclosure and select the box that says you agree to sign electronically.
  4. Select Sign document.

After signing

A confirmation page appears: “You have signed” followed by the document name, and “Your electronic signature has been recorded.”

If other signers still need to sign, the page tells you the document has been sent to the next signer. If you were the last signer, it tells you all parties have signed and the completed document will be sent to you shortly.

Signing links expire after the period set by the sender (the default is 30 days) and can be used only once. If you open a link that has expired or was already used, the page says “This signing link is no longer valid.”

Contact the person who sent you the document and ask them to send it again. The sender can do this from the eSign module by selecting Resend on an expired document.

Next steps