How to Set Up an Electronic Signature?

How to Set Up an Electronic Signature?

Setting up an electronic signature is the first step to enjoying the convenience of online signing. With an eSignature, you can close deals even without face-to-face meetings. You can sign contracts anywhere, anytime since everything can be completed on the cloud. Here’s how to set up an eSignature with Fill. 

How To Set Up an Electronic Signature with Fill

Fill is an online signing app that lets you electronically sign digital documents. You can type, draw, or upload your signature to the app and conveniently attach it to any document. You can also enjoy extra features like document management, audit trails, customizable forms, and more. 

Here are the steps for setting up electronic signatures with Fill.

Part 1: Creating an account

  1. Navigate to Fill’s website on your browser.
  2. Use Connect to Google or use any valid email address to sign up.
    Alternatively, you can download the Fill app from the iOS App Store or Google Play Store and launch it to create your account.
  3. Input your details (name, password) then click Sign Up.
  4. Verify your email by clicking the link sent to your email address.

Part 2: Configuring your account

  1. Go to Settings. This is the small gear icon on the lower left.
  2. Complete the information under My Profile. This includes your name, address, contact information, and date of birth.
  3. You can also determine how frequently you’re notified and configure other preferences, like the default time setting and if typed signatures are allowed.
  4. To connect Fill to various productivity tools, go to Apps & Integrations and select the platform you’d like to integrate.
  5. To start a paid plan, you can go to Accounts & Payments and select a plan.

Part 3: Setting up an eSignature

  1. From the Settings page, go to Prefences > My Signatures.
  2. Click the +New Signature button to create your first eSignature.
  3. You can choose from three input methods: Type, Draw, and Upload.

Typing your signature

  1. Use your keyboard to type your initials or full name.
  2. Choose a cursive font that closely resembles your handwriting.
  3. Click Save to save the signature on your device.
  4. Click Clear to start again.

Drawing your signature

  1. Use your mouse or trackpad to draw a handwritten signature on Fill’s on-screen canvas. For mobile users, you can use your fingertip or stylus to draw on your phone’s touchscreen.
  2. Choose from different types of pen to customize the look of your eSignature.
  3. Click Save when you’re down or Clear when you need to repeat.

Uploading your signature

  1. Draw your signature on a clear piece of paper and scan it.
  2. Under Upload, click Choose Local File to find the scanned signature.
  3. Wait for the file to be optimized.
  4. Once you’re satisfied, click Save. If you want to make changes, click Clear.

Now you have signatures saved on your Fill account. You can use them next time you need to sign any document. 

Create your online signature for free

You can create a legally binding electronic signature with Fill’s free signature generator. Conveniently choose from typing, drawing, or uploading your signature and enjoy other robust features with a free account. 

How to Sign an Online Document for the First Time

Now that you’ve completed setting up your account, it’s time to sign your first document. When you’re signing a document for the first time, Fill will send you a prompt to choose a plan. Choose Free to get started. You can always upgrade to a paid plan once you need more features. 

You’ll also be asked to secure your account by linking a valid phone number where you’ll get a security code. Complete the process to start signing a document. 

  1. On the main dashboard, go to Documents.
  2. Click the Start Now button on the top left.
  3. Choose Only You.
  4. Select a document to sign by uploading it from your device.
  5. Once the document is open, attach your eSignature to the appropriate field.
  6. Review the document, then click Save.
  7. You can also download the PDF and audit trail and share the document to stakeholders.

How to Request for a Signature

Aside from signing documents on your own, you can also use Fill to request signatures from other signers. They don’t need to create a Fill account to access and sign your document. 

  1. From the main dashboard, navigate to Documents.
  2. Click Start Now and choose Request Signature.
  3. Upload the files for signature. There are four convenient ways to do this:
  4. Drag and drop files to the upload area.
  5. Scan the document using your phone. If you’re working on a PC, there’s a QR code you can scan with your phone camera so it opens Fill’s document scanner.
  6. Choose from your own existing templates.
  7. Choose from Fill’s extensive Template Gallery.
  8. Complete the details of signers. You can set the signing order and add additional persons who need to sign the document.
  9. Click Setup to open and review the document. You can use Fill’s AutoFill feature to automatically complete the fields based on your given information.
  10. If you need to edit parts of the document, you can choose the Edit function and add new texts, images, tables, or videos.
  11. You can also add custom variables and set up automation rules and conditional fields.
  12. If you want to see how the document looks for the signers, you can test it as the other person.
  13. In the Preferences section, you can set up auto reminders to ensure that signers remember to complete your document. You can also set Due Dates and configure other preferences.
  14. Once everything is complete, click Review, then Send the document. 

Uploaded and signed documents will appear on your dashboard for visibility and management. To view completed and pending documents, filter them by status. 

Choosing the Right Electronic Signature Solution

Create secure electronic signatures and confidently sign online documents with Fill. You can enjoy added robust features like document scanning and document management. Fill’s customizable templates also offers professional documents that meet your brand’s requirements. 

Check out Fill today and get started for free.

Andria Pacina

Andria is a seasoned content writer, specializing in document management solutions and HIPAA compliance, providing valuable insights for businesses and professionals alike.

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