How to Implement Electronic Signatures
Step 1: Choose an Electronic Signature Solution
Select a reliable electronic signature service provider that meets your business needs.
Step 2: Create an Account
Sign up for an account with your chosen service provider. Most platforms offer various plans, including free trials, to help you get started.
Step 3: Upload Your Document
Upload the document you need to be signed to the electronic signature platform. Most services support a variety of file formats, including PDF and Word documents.
Step 4: Add Signature Fields
Drag and drop signature fields onto your document where signatures, initials, dates, or other information are required. Customize the fields as needed.
Step 5: Invite Signers
Enter the email address of the user who needs to sign the document. The platform will send them an invitation to sign electronically.
Step 6: Sign and Send
Sign the document yourself, if needed, and send it to the recipients. They will receive a notification with instructions on how to add their electronic signatures.
Step 7: Track and Manage
Monitor the status of your document to see who has signed and who still needs to sign. Most platforms provide real-time updates and audit trails for tracking purposes.