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How to preview, edit and send your SignAnything document

This guide explains how to manage, send, and finalise a document in SignAnything. From the preview screen, use the icons on the right-hand side to get started.

 

 

Step 1: Manage Document Pages

First, click the Document Pages icon to see all pages in your document.

From here, you can:

  • Bundle documents: Click Add Files to include other documents, such as a Marketing Schedule or Disclosure Form.
  • Reorder pages: Click the arrows on a page, choose the new page number, and click OK. The system will reorder the pages automatically.

Step 2: Review Document Information and Activity

Click the Information Status tab to see a complete activity log.

This audit trail allows you to track key details, including:

  • The status of each signer.
  • The date and time of every action.
  • Who was CC’d on the document.
  • Which files were bundled together.

Step 3: Send a Copy, Download, or Print

Use the icons to manage the final document.

  • Send a Copy: Click this icon to email a copy of the signed document to a non-signer, like an office admin.
  • Print and Download: Use these icons to print or save a PDF of the document for your records.

Step 4: Send for Signing

When your document is ready, you have two options for signing.

Option 1: Sign Remotely

  1. Select Sign Remotely.
  2. If you have multiple signers, you can set a signing order. If no order is set, the document is sent to all signers at once.
  3. Tick the box next to the signer you want to send to.
  4. Click Send Signature Request.

Each signer will receive a secure email link to review and sign the document.

Option 2: Sign In Person

  1. Select Sign In Person.
  2. Hand your device to the client.
  3. The client must accept the consent prompt to sign electronically.
  4. Click Start. The system will guide you to the first signature field.
  5. Click inside the signature box to draw or type the signature.
  6. Click Sign and continue to the next field.
  7. When all signatures are complete, click Finish.

Step 5: Access the Completed Document

A completion certificate is automatically bundled with every signed document. This certificate provides a verified record of who signed the document and when.

The final, signed document is stored securely in your campaign folder under the Sign tab for you to access at any time.