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Request electronic signatures and easily manage vendor agreements, customer contracts, stakeholder sign-off, and more – all without leaving Google Workspace. See more information at https://workspace.google.com/resources/esignature/ . |
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📹 Video Summary
✏️ Prepare and Send A Document
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You can only e-sign Google Docs or PDFs. You can add up to 10 signers to an eSignature request. |
For a Google Document, do the following:
Open it.
Select Tools > eSignature.
For a PDF that has been uploaded to Google Drive, do the following:
Select the PDF in Google Drive.
Right-click and select Share.
Select eSignature.
Select the signer. Note: If you only have one signer, they are selected by default.
To add a new signer in a Google Doc:
Under Insert fields for headingFields For, click the down arrow.
Select Manage signers. It’ll open the Manage signers dialog.
In the Manage signers dialog, click Add another signer, then type the name of the new signer and click Save.
To add a new signer in Google Drive:
Under Insert Fields For, click the down arrow.
Select Add Signer. Note: It automatically added a new signer. (e.g. Signer 1, Signer 2, Signer 3, etc)
Drag one or more of the following fields to add to your document:
Signature
Initials
Name
Text field - Note: This field does not appear when e-signing a PDF.
Date signed
For Google Docs only: To Select an inserted field to open a popup below the field, click the inserted field in the Google Doc. You can find which signer the field is assigned to in that popup.
To update Change the signer assignment for the field, use by selecting the signer you want to use from the Assigned to dropdown in the popuplist.
(Optional) When you select a ”Text Text Field,” you can add a description and select the font size in the popup.
The description informs signers what you expect in this field, like “Job title” or “Email address.”
The font size you set becomes the font size of the value the signer enters for this text field.
Ready to send the request, click Click Request eSignature on the bottom of the right-hand column to send the sign request.
🖋️ Sign A Document
Open the email account that the eSignature request was sent to.
Open the email notification.
Click the embedded link.
If you open the PDF file directly from Drive, to sign the document, click Sign.
Your document may contain text fields for you to fill out, such as “Job Title” or “Email”. If so, click and complete these fields.
Click and complete any colored fields, which indicate that those fields are yours to sign.
A dialog appears prompting you to enter your full name and initials. This generates an electronic signature for your use. Click Adopt and sign.
Tip: If there are multiple instances of those fields, you can reuse this information throughout the document.
Fields assigned to other signers who haven’t signed yet are grayed out.
Signature values provided by other signers who have already signed are in the PDF.
After you complete all required signature fields, at the top of the page, click Mark Complete.
After you click "Mark Complete," you get a notice in the dialog that shows:
The exact email value being recorded for you that is viewable by others with access to the eSignature PDFs after you click to proceed.
In the case where you have multiple emails on your Google Account, the email that the requester had entered for you in the request dialog is used.
Review and accept the Terms of Service.
Click Agree & Continue.