How do I send a document for signature with Bananasign?

This article talks about how you can easily send a document for signature with Bananasign.

  1. Upload the document by clicking on the Upload button on the top-right corner of the page. Select from the dropdown where the document is currently stored.
    1. Me - you as the only signer on the document. 
    2. Only Others - other people can sign the document and you will be able to view and track the document.
    3. Me & Others - you and other people can sign the document. Choose who needs to sign the document.

Option 'Me':

  1. Click Me.
  2. Confirm by clicking Continue. 
  3. Then proceed with adding the signatures: see this article to learn how to create and add signatures. 

Option 'Only Others':

  1. Click Only Others. 
  2. Add the email address of the signer(s) by clicking Add Signer.
  3. Type in their email address on the search box and select the contact that appears below. Click Done when you’re finished.
    1. You may add multiple email addresses if the document is required to be signed by multiple people. 
  4. Click Next.
  5. Then, select the due date for the document. This acts as a deadline for the signers. On the chosen date, if not completed, the document cannot be signed anymore. Once finished, click Next.

    1. If there are any fillable fields, you may assign the fields that are required to be signed by your chosen signer. 
    2. Select the signer(s).
    3. Once you've allocated the relevant field(s), click Next.
  6. Next, if there aren't any fillable fields, you may add the signature field to be signed by your chosen signer by clicking the Signature tool on the right-hand side. 
  7. Use your mouse to create the signature field - as shown below, then click the area. 
  8. Select the signer on the right-hand side and click Apply. Repeat the same step to assign fields to sign for other signers. 
  9. Once you're done, hit Next.
  10. Review the document and then click Send to forward the file.
  11. A notification will be sent via email to the signee via email with the link to the document. 

Option 'Me & Others':

  1. To add a signer with yourself, click Add Signer.
  2. Your email address will automatically be added, type in the other person(s) email address on the search box and select the contact that appears below. Click Done when you’re finished
    1. You may add multiple email addresses if the document is required to be signed by multiple people. 
  3. Then, select the due date for the document. This acts as a deadline for the signers. On the chosen date, if not completed, the document cannot be signed anymore. Once finished, click Next.

    1. If there are any fillable fields, you may assign the fields that are required to be signed by your chosen signer. 
    2. Select the signer(s).
    3. Once you've allocated the relevant field(s), click Next.
  4. Next, if there aren't any fillable fields, you may add the signature field to be signed by your chosen signer by clicking the Signature tool on the right-hand side. 
  5. Use your mouse to create the signature field - as shown below, then click the area. 
  6. Select the signer on the right-hand side and click Apply. Repeat the same step to assign fields to sign for other signers. 
  7. Once you're done, hit Next.
  8. Review the document and then click Send to forward the file.
  9. A notification will be sent via email to the signee via email with the link to the document.