How to Send Documents to be Signed Online with SIGNiX
Getting documents signed with SIGNiX is fast and easy. All you need is a document you need to get signed, 2 minutes and the ability to click and drag (opposable thumbs help too).
Just follow these four steps, and you'll be on your way to getting documents signed online with SIGNiX:
1. Upload the Document: You can upload any PDF document from your computer. Each transaction can contain as many documents as you like. Think of it like an envelope you use to keep related documents together.
2. Add Signature Fields: Drag and drop the signature field onto your document where you need it to be signed. You can also drag other fields, including initials, check boxes, radio buttons, text boxes and more.
3. Send the Document: Give your transaction a name and optional description. Then click send, and your first signer will be sent an email with their link to sign online.
4. Track Your Progress: In the Document Center dashboard, you can easily see where your documents are in the signing process. Signers will automatically get reminder emails every 3, 5, 7 and 9 days until they complete their tasks.
There are so many credit unions asking my opinion about SIGNiX, not just because we’re using them, but because so many others in the industry have chosen SIGNiX. When asked, I assure them that if they want better security at a fraction of the price, SIGNiX is the right choice.