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.
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."
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.
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.
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.