Sign OfficiallyHelp center / Sending documents
People, roles and signing order
Signers, approvers, people who read and confirm, copies, order and reminders.
What each person can do
| Role | What they do |
|---|---|
| Signs | Fills in their fields and signs. Needs at least one Signature, Signature block or Initials field. |
| Witnesses | Signs as a witness to another person (pick them in Witnesses the signature of). They are emailed once that person has signed. |
| Approves | Reads the document and presses Approve (with an optional note) or Decline. No signature needed. |
| Reads and confirms | Ticks I have read and understood this document and presses Confirm. Good for policies and handbooks. |
| Gets a copy | Gets the signed PDF when everyone has finished. Does nothing else. |
At least one person must sign, approve or read and confirm. Use Add person to add more and Add me to add yourself.
Signing order
By default everyone is emailed at once and can sign in any order. Tick Sign in order (the next person is emailed when the previous one has signed) and number boxes appear next to each person. Signing order is available on every plan.
Reminders
- Automatic: choose every 2, 3 or 7 days in step 4 (Pro and up). Reminders stop when the person signs.
- By hand: on the document page press Remind, or Resend to send a fresh invitation.
- To change the reminder schedule after sending, use Correct on the document page.
Fixing a mistake after sending
On the document page, Correct lets you change a person's name or email, the expiry date, the message, reminders and the email code setting. Edit fields or documents lets you move fields or swap a file.
Identity checks
For extra assurance you can ask some signers to show photo ID and take a selfie (Check ID (photo ID and selfie) for:, Business plan, where available), confirm with their WorkOfficially ID, enter an access code or an emailed code. See Private mode and identity checks.
Still stuck? Write to support@signofficially.com.