Getting Started with

This tutorial will guide you through importing documents into DigiSigner, signing
them, and sending them for others to sign.

Once you're ready to start working with your documents, click "Done" in the top
right corner to close this tutorial.

You can also download the tutorial to your computer for easier reference.
 Upload your document into DigiSigner
To upload your document to DigiSigner, click the orange “Upload Document”
button on the left and choose the document you want to upload. It can be a PDF,
Word, Excel, TXT, RTF document, or an image file.

After uploading your document, it will appear on the list. You can then sign it or
send it out for signing.

You can also import your documents into DigiSigner from Google Drive or
Dropbox. To do so, use the “Get from Cloud” button and select Google Drive or
Dropbox.
 Sign document
To sign the document, click on the “Sign” button or on the document image to
open it. The document will appear on the screen. To create a signature, click on
the document. The signature dialog box will pop up.

With DigiSigner, you can create three different types of signatures. You can type,
draw, or upload a picture of your handwritten signature. For every signature type,
there is a tab in the dialog box.

Type Signature
Switch to the “TYPE” tab, type your name, and choose your font.

Then click the “Sign” button to add your signature to the document.

You can move and resize it to achieve the best result.

To save your changes, click on “Done.” Then, you can download the signed
document using the “Download” button under the “three vertical dots” icon (⋮).
Draw Signature
Click on the document again and switch to the “DRAW” tab in the signature
dialog. Here, you can draw your signature using the mouse in the same way you
would use a pen. The best results can be achieved on a touch device.

Upload Signature
If you already have an image with your signature that you may have created by
scanning or taking a photo of your handwritten signature, you can upload it via
the “UPLOAD” tab. To do this, switch to the “UPLOAD” tab in the signature dialog,
click the link, and choose your signature image file.
 Send document for signing
After uploading your document, click the “Send for Signing” button.

The dialog for sending the document out will pop up. Enter the signer’s email
address.

To add more signers, use the “Add New Signer” button.

Click on the “Send Document” button to send out the document. The signer will
receive your email, open the document, and sign it.

After that, you both will automatically receive the completed document via email.
 Add fields to document
You can add fields to your documents to ensure the signatures and text the
signers create will go in the right places. The signers will be guided from field to
field, which makes the signing much easier for them and also reduces the
potential for mistakes.

Upload a document and click on the document image to open it. On the left side,
you will find the button block “ADD FIELDS.”

Click on “Signature Field” and then on the document to place a new signature
field. A new signature field will appear in the document.

In the sidebar, you can change your field settings.

Add more fields if you need them. Click on “Done” to save the document.

To send out the document for signing, click on “Send for Signing” and enter the
signer’s email address.

Click on “Send Document” to send the document out for signing.

 Folders
Folders are the best way to organize your documents. DigiSigner allows you to
create a folder structure of unlimited depth, like that in your operating system.

To create a new folder, click “New Folder” and enter the new folder’s name.

The new folder will appear in your list. Now drag & drop your documents into this
folder. Alternatively, you can use the “Move to” button under the “three vertical
dots” icon at the top.
After clicking on the folder, you will see all its documents.
 Send out multiple documents
You can send out multiple documents for signing in one email.

To do this, upload two or more documents and select them using the checkboxes
on the left side. Then click “Send Bundle for Signing” at the top.

In the popped-up dialog, reorder the documents using drag and drop (if
necessary) and click “Create Bundle.”

Then, enter the signer's email address and send out all the documents
simultaneously for signing.
The signer will receive an email with a link to both documents. After opening the
email, the documents will be displayed under each other. When signing is
complete, both documents will automatically be emailed to you and the signer.

This functionality is also available for templates.

 Use templates
If you send out a form for signing repeatedly, you should consider making it a
template. Templates are stored in your account. When you send out a template
for signing, it gets copied into a new document, and the copy is sent to your
recipients. The template itself will stay intact and ready for reuse.

To upload your form as a template, click “Templates,” then on the “Upload

Template” button, and choose a file to upload. The file will appear in your
template list.

Click on the template image to open it. Now, you can add fields to your template
by using the buttons from the block “ADD FIELDS.” This works like adding fields to
your regular documents (see “Add fields to document” section for more details).
Here, we added fields for two signers.

Click on DONE to save the template. To send it out for signing, click on “Send for
Signing” and enter a name for the document that will be created as the template’s
copy.

Then, enter the email addresses of the signers.

If you need to add customer-specific data to your document, click the “Edit Copy”
button and add the required information.

Click on “Done” to save the changes. The changes will be added to the template’s
copy, and the template will remain intact. Then click “Send Document” to send
the document out for signing.
 Apply templates
Instead of using a template directly, you can copy a template’s fields into your
document. We call it “Apply a template to your document.”

This is useful when you repeatedly send out the same form but prefer to populate
it before uploading to DigiSigner using an external tool (like Adobe Reader or
Word).

In such cases, you often need to add the same fields to your forms. To automate
this step, you can create a template, add all of these fields to it, and then apply
this template to your forms whenever you need them.

To apply a template to your document, click (⋮) -> “Apply Template” and select the
template you want to apply.

The fields from this template will be immediately copied into your document.
 Create signing link
You can create links for your templates to publish on your website or send directly
to your recipients. Every time users click on such a link, a new blank form is shown
to them. After filling it out, signing, and submitting it, you will automatically
receive the completed form in your inbox. The signer can download the
completed form right after submission.

To create a signing link for your form, you must first upload it as a template. Click
on “Templates,” then on “Upload Template.” Select your file, and it will appear in
the list.

To create a signing link for your template, click on (⋮) -> ”Create Link.”
DigiSigner will show you a dialog with the created link.

Here, you can apply different configuration options. After that, copy the link to the
clipboard and publish it on your website or send it to recipients. After clicking on
the link, the signer will see the blank form each time.
After submitting it, you will receive the completed form in your inbox, and the
signer can download it immediately.
 Branding
DigiSigner allows you to add your logo to the page people see when they open
your documents.

You can also customize the emails that DigiSigner sends to the signers.

To configure your branding settings, click on your email address at the top right
corner and select “Settings.”
After that, click on “PRO” to select professional settings.

On this page, you can upload your custom logos. The “APPLICATION LOGO”
appears in the application. The “EMAIL LOGO” appears in your emails.

You can also specify what name appears as the email sender to your recipients
(“Email ‘From’ field”). Usually, it will be your name or your company’s name. The
text from the field “Email footer text” will appear at the bottom of your emails.