A quick guide on sending documents for e-signature using the Lumin Sign mobile app.
- Open the app, then click the + icon on the bottom right corner.
- Then, select where you’d like to upload the file from.
- Files – files from your mobile phone
- Drive – Google Drive documents
- Dropbox – Dropbox documents
- Select the file you wish to send for signature(s).
- Select who needs to sign the document:
- Me - you as the only signer on the document.
- Only Others - other people can sign the document and you will be able to view and track the document.
- Me & Others - you and other people can sign the document. Choose who needs to sign the document.
- Then, click Add signer.
- You can choose a signer from your previously contacted individuals or manually enter their email address.
- You can choose whether all signers can sign at the same time or if they should sign in a specified order.
- Select a due date then, click Next.
- 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.
- Once you have placed a field, you can customize its settings in this section.
- Once you've added all the required fields, click Next.
- 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.
- Lastly, hit Send.
NOTE: After you click Send, an email will be dispatched to the signers, prompting them to review and sign the document.