Who is this for: For Sign customers on Pro or Enterprise plans. |
Fill out the same document as many times as needed with reusable forms. Here's how!
1. Configure sign document
Step 1: Upload a new document from Choose Files then select the Next: Configure Documents button:
Step 2: From the Add Participants page, open the Advanced Settings dropdown and select Convert to Form.
This will make the Add Participant option read-only. Select Next to continue to the next step.
Step 3: Drag and drop fields onto the document for the participant(s) to fill out and select Next.
Step 4: From Step 3 of 3: Emails and Actions, name your document and select Save Form.
2. Share the form
Once the reusable form is created, a unique URL is populated to copy and share out.The URL is also available under the Sign app's Document tab. Select the Action icon for the Document and click Get Form URL.
3. Fill out the form
Once a participant receives the unique URL they can review and fill out the form.Step 1: From the top of the document, select Start to begin.
Step 2: Add your signature or field(s) that are requested.
Step 3: Select Submit Document and fill out your name and email address and click Send Email to receive your unique PIN.
Step 4: From the email, copy and paste the PIN to submit the document.