Skip to content
English
Go to my account
  • There are no suggestions because the search field is empty.

How to preview, edit and send your SignAnything document

This guide explains the options available on the SignAnything preview screen, covering how to manage document pages, track activity, and send the document for signing either remotely or in person.

Prefer to watch? Check out our video guide here.

Step 1: Manage Document Pages

The Document Pages icon allows you to view, add, and rearrange the pages in your document bundle before sending.

  • Add Files: Click this to add additional files (e.g., a Marketing Schedule, Disclosure Form) and bundle them into a single package.
  • Reorder Pages: To change the order of the pages:
    1. Click the arrows in the bottom-right corner of the page thumbnail you wish to move.
    2. Choose the new page number for the document.
    3. Click OK. The pages will automatically reorder.

Step 2: Review Document Status and Activity

The Information Status tab provides a complete audit trail of the document. This is useful for tracking who has interacted with the document and when.

This log includes:

  • The status of each signer (e.g., Sent, Viewed, Signed).
  • The IP address used for each action.
  • The date and time stamp for each action.
  • A record of anyone who was CC'd on the document.
  • A list of all files included in the document bundle.

Step 3: Download, Print, or Send a Copy

  • Send a Copy: Use this option to email a copy of the final, signed document to anyone who is not a signer but needs a record (e.g., an office administrator or conveyancer).
  • Print and Download: These icons allow you to export or print the document for your records at any stage.

Step 4: Send for Signing

When you are ready to send the document, you have two options.

Option A: Send for Remote Signing

Use this method to send the document to clients to sign on their own devices.

  1. Click Sign Remotely.
  2. (Optional) Set Signing Order: If the document must be signed in a specific sequence, toggle this option on and arrange the signers accordingly. If no order is set, the document will be sent to all signers simultaneously.
  3. Tick the checkbox next to the signer(s) you wish to send the request to.
  4. Click Send Signature Request. Each signer will receive a secure email link to review and sign the document.

Option B: Sign In Person

Use this method when you are physically with your client.

  1. Click Sign In Person.
  2. Hand your device (laptop, tablet, or mobile) to your client.
  3. The client must first accept the electronic consent prompt to proceed.
  4. Click Start at the top of the screen. The system will automatically guide them to the first required signature field.
  5. Click inside the signature box. The client can either draw their signature with a mouse/finger or type it.
  6. Click Sign to apply the signature.
  7. Continue this process until all required fields are complete.
  8. Once all signatures are captured, click Finish.

Step 5: After Signing - Completion Certificate and Storage

Upon completion, a Completion Certificate is automatically generated and bundled with the signed document. This certificate is a verified record providing details of who signed, when they signed, and their IP address.

The final, signed document and its certificate are securely and permanently stored within your campaign folder under the Sign tab for you to access at any time.