SignRequest instructions
Setup and activate SignRequest (one time only)
Preparing a document for signing with SignRequest
Signing a document with SignRequest
Advanced Features of SignRequest
How to switch between your personal and team SignRequest accounts
Right-click document to be signed and click Open With > SignRequest
SignRequest creates a new PDF-formatted document for signing
The original document is not modified
Add the document signatories under "Contacts"
The first time, the email addresses must be entered
Check the I agree to the Terms of Use and Privacy Policy checkbox if necessary
Clicking on Advanced will allow you to specify the signing order or if you wish to use two-factor authentication of signatories
A list of signatories will be presented
The signing order runs from “0” (first) up to …
Click on Prepare document
You now see the document to be signed
Signature boxes can be placed by clicking anywhere in the document
Click on the pencil to add a signature box
The box size and position can be edited
Clicking again can add more signature boxes and/or date boxes
Date boxes can be automatically filled in
The “External ID” field provides an external label identifying the box
Text fields allow free-form data to be entered
Click on Sign and send to start the signing process
If you added yourself as a signatory, click the document following steps similar to above to add your signature
When ready, click Finalize to send the document out for signatures
Your signed documents will be stored under the SignRequest folder in My Drive. These can be moved as needed