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Try these: How do I, Setup SignNow, Use SignNow with

How to use SignNow on iOS

Uploading documents in the iOS app

Import Documents From Dropbox/Other Apps




Import Documents from Photo Library

Using the add document button, open any photo from your library by choosing  Choose Photo .




Import Documents Using Camera

Using the add document button, take a photo of a document directly from by choosing  Take Photo .




Import Documents From Email

From the Mail app, open your email inbox, tap and hold a document, and select  Open in  

From the Gmail app, ¬†long-press tap on the attachment you want to open and select the  Open  option.

Then tap on the export icon in the bottom right of the document preview.

it asks you if you want to Open in Safari, tap  Open .

In Safari you will be able to choose which app to open the document in. If  Open in   isn’t a main option, tap  Open In…  and then select the app.




Adding your signature in the iOS app

Editing a Saved Signature

If you’ve enabled the option to save your signature (Options — Save Signature):

ipad-saved-signature

and you want to edit that saved signature, here’s how to do that.

Step 1 – Open a Document…Any Document

This can be an existing document, a new upload or even the sample document.

Step 2 – Tap Anywhere in the Document and Select “Signature”

It doesn’t matter where you tap within the open document.

Step 3 – Tap on Clear Then Sign Again

When you’re ready to re-save your signature, just tap Done. You don’t even have to save the document; your new signature has already been saved.




Remove or Adjust Signature

Once you’ve added your signature you can re-position it by dragging it to wherever you like. You can also resize or delete it by tapping on it and selecting the option from the menu that pops up.
 




Drawing Your Signature

Then use your finger to draw your signature. There are two different pen styles and three different colors to choose from. Click Clear to erase what you’ve drawn and draw it over again. When you have it the way you like it, click Done.
 




Insert Signature

You can sign with your finger much the way you would with a pen on paper. 

First, tap the document where you want to add your signature and select Insert Signature.
 




Collecting signatures using the iOS app

In-Person Signing

With the SignNow iOS app you can collect in-person signatures. While both the iPhone and iPad apps have enable you to do this, the iPad app has some more advanced functionality.

 NOTE: If you’re seeing a default signature when the first person tries to sign, that means you have “Save Signature” turned on. You can change this in the Options menu, found in the app’s left sidebar towards the bottom.

ipad-saved-signature

Using the iPad App

Open your document (the following is without fields added), then follow these steps.

Step 1: Tap to insert first signature

inperson-1

Step 2: The first person signs then taps on Done

inperson-2

Step 3: The first signature is now added (you can move and resize it)

inperson-3

Step 4: Tap to add another signature

inperson-4

Step 5: Add a new signer by tapping the option below the first signature

inperson-5

Step 6: Next person signs

inperson-6

Step 7: Both signatures are present, in different-colored boxes

inperson-7

Step 8: When done tap the checkmark then Yes

inperson-8

Step 9 (optional): Identify signers with email address and photo

inperson-9

Step 10: See document history (including email addresses and photos, if taken)

To access this screen, go to your Documents folder, tap on the document, select History then choose Local History (top-right).

inperson-10




Document History on iPad

The History feature allows users to track and view all alterations made to your documents. It gives a list of who made changes to or signed a document and when they did so and can be used for validation purposes. The History feature works together with the Photo ID feature on your iPad which allows you to take a photo of the person signing in multi-signer in person signing sessions which is then stored with the signer’s email address in the history and can be used to help positively identify the signer.

Tap the document and select the History option.

The history report when used in conjunction with Photo ID looks like this:




Identify Signers on iPad

The Identify Signers feature is related to the in-person signing features of our iPad app. At the end of a multi-user in-person signing session, users are given the option to identify signers for better document signing security by adding email addresses and photos of the signers to the document history.

When you click Done after the signing session, you will be taken to the Identify Signers page. You can add or edit the email addresses underneath each signer by tapping in the corresponding text box.

Tap the Add Photo button for each signer to pop up a camera interface to take a photo of the signer. Tap the camera button at the bottom to take the photo or the camera with arrows button at the upper right to switch between rear and front facing cameras.

When you’re done, click the Finish button in the upper right.




Using Kiosk Mode

First and Foremost

Kiosk Mode can only be used with templates, so you’ll have to make sure that whatever document you want to use has been made into one.

Making a Template From An Existing Document

Step 1 – Navigate to Your Documents Folder

Step 2 – Tap On the Document and Select “Template”

Step 3 – Name Your Template

This will be prepended to all the individual documents that are created from it.

Entering Kiosk Mode

Step 1 – Tap on the Template and Select “Kiosk Mode”


Step 2 – Enter a Passcode for Kiosk Mode

This will be used to exit kiosk mode.

Step 3 – Re-enter the Passcode

Just to make sure there are no typos.

Step 4 – Configure Kiosk Mode with Custom Messaging

You can edit all of the messaging to suit your particular needs.

Optional Review Step

This allows you to review the client’s information after they tap Done but before it is finally saved.

Filling Out a Document With Kiosk Mode

Step 1 – Read Welcome Message and Click OK

Again, this text can be customized to say whatever you need it to.

What You See When You Click “How to Sign”

There are three slides that give signers some instructions on how to use to sign.

Step 2 – Fill in the Document and Tap on the Checkmark

Using fields makes it considerably easier for signers and reduces the likelihood of errors while filling out. Learn more about Fields.

Review Step, If Enabled

This is where the Review Step would pop up, rather than the “Are you done signing?” 

Step 3 – The “Done” Message Appears

And this, too, can be customized to your liking from the initial Settings screen.

Exiting Kiosk Mode

Step 1 – Tap the X in the Top Left Corner and Select “Exit Kiosk Mode”

There is also the option to Erase and Restart, which presents the signer with a completely blank form.

Step 2 – Enter the Passcode

This ensures that nobody but those authorized are able to exit Kiosk Mode and access other parts of the app.

Reviewing Documents Created From Kiosk Mode Templates

Step 1 – Navigate to the Documents Folder

Each document created from a template that was used with Kiosk Mode will use the template name with the completion date and time appended to the end.

Step 2 – Review the Actual Document

All of the information that the client entered (in our case, Sonya Chur) is intact.




Inviting Signers

Step 1 – Invite Signers

Tap on the document and select the Invite Signers option.


Step 2 – Enter Recipient Emails

Then input the email addresses of your signers in the email that pops up. Press space or return between email addresses. When you’re ready to send the message tap on the paper airplane icon in the upper right corner.




Using templates in the iOS app

Open or Edit Fields

To create a copy from the template (for an in-person signing, for example), tap on it and select the Open option. From there you can add fields and permanent text and signatures to the master template and upon clicking the checkmark to save it you will be prompted with a Save As box for the new document.
NOTE: When you’ve added fields, the “Open” option will change to “Sign”.
 

If you have already added fields to your template and would like to edit those, you can select the Edit Fields option. 
Please note: any changes made to a template here are made to the template itself and will be present on future documents generated from the template.


To send an invitation for someone to sign your document remotely, tap on the document and select the Invite Signers option.


When sending for signing if you need to add text or signatures to that copy of the document prior to sending you can use the Prepare button on the invite screen to edit the document before sending.




Accessing Templates

Your template will now appear in the Templates folder.




Name Templates

Give your template a name. You will be able to rename individual documents that are created from your template as well.




Make Templates

Our Templates feature allows you to turn an uploaded document into a template so that you can send a fresh copy of your most commonly used forms out to new signers.

Upload the document that you want to make a template, then tap the document and select Template.




Using fields in the iOS app

Types of Fields

There are 7 types of fields on the iPad: Signature, Initials, Text, Radio Button, Checkbox, Dropdown and Request Attachment.

Signature: Use this to request that someone sign your document.

Initials: This will indicate that you want someone to initial the document.

Text: This can be a single line of text or a multi-line text box.

 TIP: If you label a text field “date”, when selected it will pre-populate the current date in the web app and bring up a date-picker in the mobile apps.

Checkbox: Insert fields where signers can check off options, like credit card type, for example.

Dropdown: Add a dropdown list of options, including a custom option if you’d like.




Roles and Fields

Roles define which fields are assigned to each signer. You can change which role a field is assigned to by tapping on that role in the “Who needs to complete this?” section. To add a role tap on the “Add role…” button. To rename a role tap on the blue circled ‘i’ next to the role

When you’re ready to send your document for signing you’ll be able to specify the email address of the signer for each role. If you have any last minute changes to make to the document you can use the green prepare button to open the document and make those changes prior to sending.




Labeling Fields

Text fields can be given labels to signal to the signer what they should enter there. Here, you can see that the Title and Date fields are labeled:

In this case, the document itself has those words included so labels are not necessarily required. For documents that do not have such text, it is highly recommended to include labels for your signers.




Required/Optional Fields

Once you’ve added the field you can change whether it’s required or optional by tapping the button under “Is this required?”.

 TIP: Be careful when making a field required. Be sure that if it’s something that may not always be applicable, to make it optional. Something like a second address line would be an example.



Resizing/Deleting Fields

You can resize a field by tapping on it and selecting “Adjust Size” and then dragging the blue bar left or right to resize down or up. Delete a field by tapping on it and selecting Remove, or edit its properties by tapping on it and selecting Edit.




Dropdown Fields

Setting Up a Dropdown Field

When you insert a dropdown field you will have some choices to make:

1) Label – What the signer will see as the label of that field. It’s always nice to err on the side of over-labeling.
2) Dropdown Options – These are the options from which your signer will be able to choose. Tap the return key after each entry.
3) Custom Option (Other) – This option allows your signer to enter in their own response in addition to the ones you’ve offered.
4) Which Role – Select which of your roles will have to fill in that particular field.
5) Required or Optional – Will the field be required or can your signer leave it empty?


Filling In a Dropdown Field

Assuming you have given your signer the option to type in their own response, they will see something like:

If your signer decided to enter their own response by tapping on Other they will be presented with an empty field to type into:




Syncing documents in the iOS app

Enjoy Synced Documents

As you can now see, all of the documents are properly synced (and available from the web and Android apps, as well).




Pull Down to Sync

If you’ve added or deleted documents on other devices you may need to sync the app on your iPhone when you first open it. You will also need to do this if you make any changes do documents while offline. Yellow circular arrows in the upper right corner of a document indicates that changes have been made on your iPad which need to be synced with our server.

You can sync your documents by “pulling” the home screen down and releasing it, much like you might refresh your Facebook News Feed.




Using kiosk mode on the iOS app

Using Kiosk Mode

First and Foremost

Kiosk Mode can only be used with templates, so you’ll have to make sure that whatever document you want to use has been made into one.

Making a Template From An Existing Document

Step 1 – Navigate to Your Documents Folder

Step 2 – Tap On the Document and Select “Template”

Step 3 – Name Your Template

This will be prepended to all the individual documents that are created from it.

Entering Kiosk Mode

Step 1 – Tap on the Template and Select “Kiosk Mode”


Step 2 – Enter a Passcode for Kiosk Mode

This will be used to exit kiosk mode.

Step 3 – Re-enter the Passcode

Just to make sure there are no typos.

Step 4 – Configure Kiosk Mode with Custom Messaging

You can edit all of the messaging to suit your particular needs.

Optional Review Step

This allows you to review the client’s information after they tap Done but before it is finally saved.

Filling Out a Document With Kiosk Mode

Step 1 – Read Welcome Message and Click OK

Again, this text can be customized to say whatever you need it to.

What You See When You Click “How to Sign”

There are three slides that give signers some instructions on how to use to sign.

Step 2 – Fill in the Document and Tap on the Checkmark

Using fields makes it considerably easier for signers and reduces the likelihood of errors while filling out. Learn more about Fields.

Review Step, If Enabled

This is where the Review Step would pop up, rather than the “Are you done signing?” 

Step 3 – The “Done” Message Appears

And this, too, can be customized to your liking from the initial Settings screen.

Exiting Kiosk Mode

Step 1 – Tap the X in the Top Left Corner and Select “Exit Kiosk Mode”

There is also the option to Erase and Restart, which presents the signer with a completely blank form.

Step 2 – Enter the Passcode

This ensures that nobody but those authorized are able to exit Kiosk Mode and access other parts of the app.

Reviewing Documents Created From Kiosk Mode Templates

Step 1 – Navigate to the Documents Folder

Each document created from a template that was used with Kiosk Mode will use the template name with the completion date and time appended to the end.

Step 2 – Review the Actual Document

All of the information that the client entered (in our case, Sonya Chur) is intact.




More help