Getting Started with

This tutorial will teach you how to get your documents into DigiSigner, sign them,
and send them out for signing by others.

To start working with your documents you will need to close this tutorial by
clicking on DONE at the top right corner after reading it.

You can also download the tutorial and open it on your computer to follow the
instructions more easily.
 Get your document into DigiSigner
To get your document into DigiSigner click on the orange button UPLOAD
DOCUMENT on the left side and choose the document you would like to upload.
This can be a PDF, Word, Excel, TXT, RTF document or an image file.

After uploading your document, it appears in the list and you can sign it or send it
out for signing.

You can also import your documents into DigiSigner directly from Google Drive or
Dropbox. To do it 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 on the SIGN button and your signature will be added to the document.

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

To save your changes click on DONE. After that, you can download the signed
document using the button MORE -> DOWNLOAD.
Draw Signature
Click on the document once 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.

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
on UPLOAD SIGNATURE, and choose your signature image file.
 Send document out for signing
After uploading your document, click on 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 make sure 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 popped-up properties dialog box you can change your field’s settings. Click
on SAVE FIELD when you are finished.
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 on NEW FOLDER and enter the new folder’s name.

The new folder will appear in your list. Now just drag & drap your documents into
this folder. Alternatively, you can use the MORE -> MOVE TO option at the top.

After clicking on the folder you will see all of the documents it contains.
 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 on SEND FOR SIGNING shown at the top.

In the popped-up dialog reorder the documents using drag & drop (if required),
enter the signer's email address, and send out all of the documents at once for
signing.

The signer will receive an email with one link leading to both documents. After
opening it, 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 available also for templates.

 Use templates
If you have a form that you send out for signing over and over again, you should
make this form a template. Templates are stored in your account and 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 on “Templates” then on UPLOAD

TEMPLATE 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 exactly the same way
as adding fields to your normal documents (see the section “Add fields to
document” for more details). Here we added fields for two signers.
Save the template by clicking on DONE. To send the template 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 you can click on the
EDIT COPY button and add any required information.

Click on DONE to save the changes. The changes will be added to the template’s
copy and the template itself will stay intact. Then click on SEND DOCUMENT to
send the document out for signing.
 Apply templates
Instead of using a template directly you can also copy a template’s fields into your
document. We call it “Apply a template to your document.”

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

In such cases you often need to add the same set of fields to each of 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 every time you need to have these fields in
them.

To apply a template to your document click on MORE -> APPLY TEMPLATE and
select which 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 that you can publish on your website or
send directly to your recipients. Every time users click on such a link a new blank
form will be shown to them. After filling it out, signing, and submitting, you will
automatically receive the completed form in your inbox. The signer will be able to
download the form right after submission.

To create a signing link for your form you first need to upload it as a template.
Click on “Templates,” then on UPLOAD TEMPLATE, select your file, and after
uploading it will appear in the template list.

To create a signing link for your template click on MORE -> 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 each time the blank form.

After submitting it, you will receive the completed form sent to your inbox and the
signer will be able to download it immediately.
 Branding
DigiSigner allows you to add your own 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”). Normally it will be your own name or your company’s name.
The text in the field “Email footer text” will appear at the bottom of your emails.