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 Creations account.

What signers receive

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

  • A brief note explaining that they have a document to sign
  • Any message the sender included
  • A Sign document button linking to their personal signing session

Opening the signing session

  1. Open the invitation email.
  2. Select Sign document (or the link if the button does not render 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 cannot be used by someone else.

Reviewing the document

The signing interface shows the document with fields highlighted for this signer. Other signers’ fields are visible but not interactive.

Scroll through every page before signing. All pages are accessible.

Applying a signature

When you are ready:

  1. Select a Signature field. A signature panel opens.
  2. Choose how to create your signature:
    • Draw — use your mouse, trackpad, or touchscreen to draw your signature.
    • Type — type your name and choose a script font.
  3. Select Apply. The signature is placed in the field.
  4. If there are Initials fields, select each one and repeat the same process.
  5. Fill in any Text or Checkbox fields assigned to you.

Submitting

Once all your assigned fields are complete, the Submit button becomes active.

  1. Select Submit.
  2. A confirmation screen appears: “Your signature has been submitted.”

Your part of the signing process is complete. If other signers have not yet completed their fields, the document remains in Pending status. The sender receives a notification once all signers have signed.

Signing links expire after the period set by the sender (default: 30 days). If you open an expired link, a message tells you the link is no longer active.

Contact the person who sent you the document and ask them to send a reminder. The sender can issue a new link from the eSign module using Send reminder on the signer’s row in the document detail view.

Next steps