How to create an electronic Signature

Need to send a document out for signature ASAP or provide a signature yourself? Have you grappled with the “How to create an electronic signature?” Discover how to create an electronic signature with our easy step-by-step guide.

1. Create a Signeasy account

Get on board with Signeasy, the easiest tool for setting up electronic signatures within your business. 48,000 businesses worldwide use Signeasy, and we taught them how to create electronic signatures across devices. If you want to get a feel for eSignatures before you commit, we offer a 14-day no-obligation free trial – we don’t take any payments until the trial period is over and you can cancel at any time! You can log into your new account via desktop, tablet, or mobile using our Android or iOS app. From there, you can access your personal Signeasy dashboard, which provides an overview of all pending and completed documents.

Top tip! Get to know the Signeasy dashboard with this 2-minute video clip

2. Upload the document you need to sign

Click on the blue Start Signing button in the top left corner of the dashboard. You will be presented with two options. If you need to provide your own signature, click Sign Document. A window will automatically open, prompting you to select the document you wish to upload from your desktop or mobile device. If you are using Signeasy web on a desktop or laptop, check out the video below to learn how to add your signature. If you need to create an e-signature on an Android device, follow the instructions in the video below. https://www.youtube.com/watch?v=2uRmay-8iBE Are you an Apple fan? We also have video instructions for creating an electronic signature on your iOS device, such as an iPad or iPhone. https://www.youtube.com/watch?v=SzThxRmy8Ao https://www.youtube.com/watch?v=QOCIJ3dXdQA

3. Create an electronic signature

There are a few different ways to create an electronic signature using Signeasy.

• Type
  If you want to generate a signature that looks like handwriting, simply type your name and select the font that suits you best.

• Draw
  No stylus? No problem! The Signeasy signature maker acts like ink on your screen, allowing you to draw with your finger or mouse. It only takes a few seconds to generate a signature with Signeasy. Watch the video below for a quick how-to. https://youtu.be/1gjaCn4ianA  
  
• Upload your own signature
  If you already have a slick-looking photo of your signature ready to go, click the upload button, then click OK to save it. Once the eSignature is saved to your account, you can drag and drop it into any document, whenever you need it.

Which document formats can I eSign?

With Signeasy, all document formats are welcome. You can upload any of the following for signature:

• PDF
• MS Office (.doc, .docx, .xls, .xlsx, .ppt)
• OpenOffice (.odt, .ods, .odp)
• Text (.txt)
• HTML
• Rich Text Format (.rtf)
• CSV
• Images (.jpg, .bmp, .png, .tiff)

Setting up electronic signatures could not be easier with Signeasy. Once your file is uploaded, the Signeasy elves will convert it into a PDF for easy signing. We use the PDF format to ensure that we are creating the most secure file possible. Whether you choose to email or download the document, the final version will be a PDF. Did you know: electronic signatures are legally binding in most countries around the world. We are globally recognized and compliant with the Åmerican ESIGN Act and the EU’s eIDAS

A few more magical document tools

• Add your name
  You can easily add your name to any document. Signeasy will automatically use the name you signed up with, but if you need to change your name, you can navigate to the Edit Profile page in the Account tab. Once you make the change, click Save.
  
• Add today’s date
  Want to timestamp your signature? Drag and drop the calendar icon into your document.
  
• Add your email address
  If you need to change your email address, click on Account, then navigate to the Edit Profile page. Once you make the change, click Save.

• Add your initials
  If you need to initial each page of your document, you can drag and drop them in from the toolbar.
  
• Add notes or text
  If you want to add comments or custom text fields to a document, drag and drop Add Text and type inside the box that appears.
  
• Add a checkbox
  Once again, simply drag and drop.

4. Complete your signed document

Once you’ve made all the necessary annotations and added your eSignature to your document, it’s time to either download it to your device or email it to someone. First, click Finish, the big green button in the top right-hand corner. Top tip! You can always click Save as Draft if you’re not ready to finish up.

Download your electronically signed document

Click the Download button in the top right-hand corner of the screen and your document will automatically save to the default folder on your device (this is usually the Downloads folder).

Email your electronically signed document

Click the Email button and enter the recipient’s email address(es). You can also add a message, then send it off when you’re ready The recipient(s) will then receive an email with a PDF of your signed document attached.

Join our family of 10 million+ signees

Our e-signature solution is the easiest, fastest, and most efficient way to send a signature to anyone in the world. Let our technology simplify your life.  

Signeasy is fast, efficient and saves us a lot of hassle.

Kathy Winchell, HR Director, Dalhart ISD

Need more advice and friendly tips?

Head over to our Support center for lots more useful information on how to get started, plus tutorials for individual features. You can also get in touch with our 24/7 online chat support team via the dashboard.

Start your free 14-day trial now

    Images courtesy of Pixabay under Creative Commons CC0.