Sending documents for signature
Build a signature workflow, choose who signs and how, send it, and follow it through to a signed file.
SupportCreate and send
- Start a signature workflowThe ways into the builder, and what the screen is asking you for once you get there.
- Supported files and sizesWhich formats you can upload, what happens to Word files, and how to fix a file that will not go in.
- Create a PDF from scratchWriting a document inside swipesign when you have not got a file to upload.
- Add signers, viewers and yourselfSigners, viewers and reviewers: how to add each, and which ones use up your allowance.
- Who's who on a documentSigner, viewer, reviewer, company: the four kinds of recipient, what each one can do, and which ones cost you.
- Have a company signAddress the document to a business rather than a named person, and let their contact nominate who actually signs.
- Place signature fieldsPutting each signer somewhere to sign, and what the block on the page will actually contain.
- Detect fields automaticallyLet swipesign find likely signature fields for you, and what to do when it finds nothing.
- Choose AES or QES for a documentWhere the signature standard is set, what it changes about how your signer is identified, and the Weak AES warning.
- Expiry, PIN access, signing order and reviewersThe five switches in the Settings panel, and when each one is worth turning on.
- Customise the invitation emailThe subject line your recipients see, and why the default is worth changing.
- Check the summary and sendThe last screen before anything leaves, and what becomes fixed the moment you press send.
Track and manage
- Drafts, Active, Done, Expired and CancelledWhat each status means, when a document moves between them, and what you can do in each.
- What "Needs attention" is telling youThe dashboard panel that surfaces documents going quiet, and what to do about each case.
- Remind or resend to a signerNudging someone who has not signed, and working out whether they ever received it.
- Cancel a signature workflowStopping a document that is already out, what happens to signatures already collected, and what it cannot undo.
- Delete a workflowRemoving a draft you no longer need, and how to reuse a document you send often.
- Download signed documents and the audit trailWhere the finished file lives, what comes with it, and the 14-day clock you are on.
- Share a workflow with your teamMaking a document visible to colleagues instead of only to you, and why it is worth doing before you go on holiday.
Templates
- What templates are forWhen a template beats duplicating a document, and the one idea that makes them work: roles instead of people.
- Create a templateBuilding a reusable document with its roles and fields already in place.
- Start a workflow from a templateTurning a template into a real signature workflow and filling in the people.
Still stuck
Happy to help!
If none of this answers your question, send us the document name and what you were trying to do.