How to use DoxFlowy Sign to sign documents

Within DoxFlowy Sign, there's more than one way to start a sign request. The simplest and most commonly used method is outlined below.  

First, navigate to the Signature dashboard and select the option at the top right of the screen to 'Sign Document'.

Conversely, you can click 'sign document' in the menu. 

After you click sign document, there will be multiple options displayed on the screen. You can choose to upload a document, import it from Google Drive, or use a template. Choose whichever one suits your needs.

Wait for the document to upload then click the 'continue' button that appears on the screen. 

On the next screen that loads, you can select the way you want to sign the document: 

- Sign the document alone

- Sign the document with others

- Allow others to sign without you

Choose the relevant option for your situation. 

Next, add the people that will be signing the document with you (if applicable) by clicking the link labeled "add another signer".

Add all of the signatories one after another. Once you're done, you can also choose to arrange the signing order of the signatories.

Note that if you set a signing order, they'll need to sign one after the other and the signing process cannot continue until the next person in line has signed.  

When you've added all the signatories, click on the "Next" button at the bottom right of the screen. 

On the page that loads, you can add fields to the document. These include signatures, initials, email, etc. 

You can also input specific settings like the placeholder text, whether the field is required or not, hover text, etc. By default, the signature field is marked as required.

Note: If you hover over a field that has been added to your document, you can see who it's assigned to. 

When you've added all the relevant fields and have assigned them to the proper signatory, click save and proceed in the top right corner. 

On the page that loads, you'll be able to take care of the final settings for your document which include: 

- The name (this is how it will be stored in your account)

- CC recipients (they get a copy of the completed document)

- The initial notification email custom text (if you don't set custom text, default text will be used)

- Reminder emails (you can set up to three reminder emails)

- What happens after someone signs the document (are they redirected to another page or are they shown a custom message?)

- And other relevant options

Once you're happy with the settings, click the 'send for signing' button at the bottom right of the page. 

That's the last step. Just sit back and wait for those signatures to roll in.