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/ .
📹 Video Summary
✏️ Prepare and Send A Document
You can only e-sign Google Docs or PDFs. You can add up to 10 signers to an eSignature request.
Open the Document.
Starting from Google Drive, do one of the following:
Select a PDF then click Menu > eSignature.
Select a Google Document, and then open it.
In the Google Document, select Tools > eSignature.
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 Manage signers. It’ll open the Manage signers dialog.
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.
Drag one or more of the following fields to add to your document:
Signature
Initials
Name
Text field
Date signed
For Google Docs only: 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 signer assignment for the field, use the Assigned to dropdown in the popup.
To update the list of signers in the Google Doc and open the same dialog as above, in the dropdown, click Manage signers.
When you select a ”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.
🖋️ 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.