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📹 Video Summary

✏️ Prepare and Send A Document

Open the Document.

1. For a Google Document, do the following:

   1. Select a PDF then click Menu >

      Open it.

   2. Select Tools > eSignature.

   3. Select a Google Document, and then open it.

   In the Google Document, select Tools >

2. For a PDF that has been uploaded to Google Drive, do the following:

   1. Select the PDF in Google Drive.

   2. Right-click and select Share.

   3. Select eSignature.

3. Select the signer. Note: If you only have one signer, they are selected by default.

   (Optional) If you have multiple signers, under Insert fields for, select the specific signer you want to insert an eSignature field for.

   To update the list of available signers in the dropdown, select

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4. To add a new signer in a Google Doc:

   1. Under Insert Fields For, click the down arrow.

   2. Select Manage signers. It’ll open the Manage signers dialog.

   3. In the Manage signers dialog,

   you can add up to 10 signers and assign labels for each signer to identify the signers in the document.

   1. click Add another signer, then type the name of the new signer and click Save.

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5. To add a new signer in Google Drive:

   1. Under Insert Fields For, click the down arrow.

   2. Select Add Signer. Note: It automatically added a new signer. (e.g. Signer 2, Signer 3, and so on)

6. 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

7. For Google Docs only: To To change the signer assignment in a Google Doc: 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

   1. Change the signer assignment

   for the field, use

   1. by selecting the signer you want to use from the Assigned to dropdown

   in the popup.

8. To update the list of signers in the Google Doc and open the same dialog as above, in the dropdown, click Manage signers.

1. list. Note: The fields match the color of the signer.

2. (Optional) When you select a

”Text

1. Text Field,

”

1. you can add a description and select the font size in the popup.

9. 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.

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8. Click Request eSignature on the bottom of the right-hand column to send the sign request.

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🖋️ Sign A Document

1. Open the email account that the eSignature request was sent tonotification.

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2. Click the Open button in 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.
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3. Click and complete any colored fields, which indicate that those fields are yours to sign.

   A dialog

   assigned fields. All assigned fields are required.

   • For signature fields, a dialog box 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.

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4. 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

   .

5. 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.

6. Review and accept the Terms of Service.

7. Click Agree & Continue.

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8. You will get an email after all other signers have signed it.

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