Signing a Document

When You Receive a Signature Request

1. Email Notification: You receive an email with subject "Signature Requested: [Document Name]"
2. Click "Review & Sign" in the email
3. You're taken to a secure signing page (no Zelosify account required for external signers)

Signing Process

Step 1: Review the Document

• Read through the entire document
• Scroll through all pages
• Use the zoom controls for detailed reading
• Download a copy for your records (optional)

Step 2: Apply Your Signature

• Navigate to the highlighted signature fields (yellow markers)
• Click on a signature field
• Choose your method:
  • Draw: Use mouse or finger (touch devices) to draw your signature
  • Type: Type your name and select a signature font style
  • Upload: Upload an image of your signature (PNG, transparent background recommended)
• Your signature is saved for future use within this session

Step 3: Complete All Required Fields

• Fill in all fields marked as required (red asterisk)
• Initial where initials are requested
• Add date signed and text entries as needed (Name, Title, or Company details are input using standard text fields)

Step 4: Confirm and Submit

• Review that all fields are completed
• Click "Complete Signing"
• Confirm with "I agree to sign electronically"
• Done! You and all parties receive the executed document via email

Declining to Sign

• If you cannot or do not wish to sign, click "Decline"
• Enter a reason (required)
• The sender is notified that you declined with your reason
• The document status updates to "Declined"

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