Choose the workflow that's right for you
Generate documents from board data: Take data from my board, incorporate it into my documents and generate docs. No eSignature required.
Generate documents + Collect eSignatures: Take data from my board, incorporate it into my documents and collect eSignatures.
Collect eSignatures: I have documents ready and stored on my board. I need to send them and collect eSignatures.
Effortless Document Upload in a Flash
Once you’ve selected your preferred workflow, just click the ‘Upload a New Template’ button – it’s that straightforward! Whether you prefer using an existing document or wish to upload a fresh one, the choice is entirely yours. Experience seamless document management at your fingertips!”
Sign documents in minutes, not hours
Kickstart the process by simply clicking the ‘Prepare’ button, and you’ll seamlessly transition to the GetSign signature builder. Customize your document effortlessly with drag-and-drop functionality.
Save your changes, and we’ll handle the rest. Our versatile fields cater to all your customer data collection needs:
- Text boxes for capturing free-form text
- Checkboxes for securing agreements
- Sign Date fields to record the signing date
- Drop-downs for easy option selection
- Line items for listing products or services
And that’s just the beginning! Explore a wealth of options for a personalized document experience.
Say goodbye to paper and pen and sign documents online
Once your document is effortlessly uploaded, it’s time to navigate the process by mapping email, files, and status columns in the lower section. Remember to include the sender’s name and email address. Upon saving your changes, we’ll guide you through verifying your sender email address to enhance spam protection.
Ready to Go? Dispatch Your Document Instantly!
Once all your essential details are in order and your signature fields are primed, you’re set! Just tap the ‘Send’ button to initiate your document’s journey. It’s as straightforward as that!
