Send documents for signature with the Lumin Sign mobile app

A quick guide on sending documents for e-signature using the Lumin Sign mobile app.

  1. Open the app, then click the  icon on the bottom right corner.
  2. Then, select where you’d like to upload the file from.
    1. Files – files from your mobile phone
    2. Drive – Google Drive documents
    3. Dropbox – Dropbox documents
  3. Select the file you wish to send for signature(s). 
  4. Select who needs to sign the document:
    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.
  5. Then, click Add signer.
  6. You can choose a signer from your previously contacted individuals or manually enter their email address.
  7. You can choose whether all signers can sign at the same time or if they should sign in a specified order.
  8. Select a due date then, click Next.
  9. Prepare the document by inserting the fields you need. Choose a specific field type and then tap on the document where you want to position it.
  10. Once you have placed a field, you can customize its settings in this section.
  11. Once you've added all the required fields, click Next.  
  12. Then, take a moment to review the document. You can also personalize your email by adding a custom subject line and including a message if desired.
  13. Lastly, hit Send.

NOTE:  After you click Send, an email will be dispatched to the signers, prompting them to review and sign the document.