What is HelloSign and how do I use it to send electronic documents to clients?

I require a client's signature on an electronic document to be signed remotely

HelloSign is an application that allows you to electronically request and add legally binding signatures to any document.

How to create a HelloSign document and send to a client?

Step 1: Go to the HelloSign web page in your browser. Sign in with your account details and choose who is required to sign the document.HS 1

Step 2: Choose the document that needs to be signed, and then enter the client's name and email address. Proceed by clicking "Prepare doc for signing." HS 2

Step 3: Enter the known client information into the document.

  • Pick the field you want (e.g. Signature, Initials, Textbox). 
  • Click the cursor where you want the field box to appear, and enter your text.
  • Choose who it should be assigned to from the drop-down menu.

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Step 4: Repeat the above, but change the fields option and the assigned to drop-down to the client's name.  Then click on the "Continue" once completed.

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Step 5: Complete the "Title" field and the "Message for signers," then click "Request signature."

The client will then receive an email notification with a link to review and sign.