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E-signature (Gmail)
Document GPS
Updated: May 30, 2024
Description
Steps
1
Click the Document GPS orange paperclip that replaces the old, insecure, and traditional way of attaching documents. This action will prompt the Upload Files screen to appear.
2
To upload the PDF file that requires signing, simply drag & drop it onto the screen or browse for the file on your computer.
3
To enable e-Signature for this document, simply tap on the “e-sign” icon displayed.
4
Individuals listed in the TO field of the email have the ability to digitally sign the document. Senders who need to sign should also place their emails in the TO field for them to be able to sign.
5
Click on this button to include signature fields in your document.
6
Navigate to the left side of the screen and select the fields you would like to include, such as where the recipient should sign, or if you want to add a text or date field. Drag and drop these fields to position them on the page as needed.
7
After completing the process, simply click on the button to securely attach your e-signable document to your email before sending it out.
8
After sending the email, the recipients will receive an email from Document GPS. They can then click on the provided button to begin the signing process.
9
After the signers add their e-signature and clicks the "submit" button, the signed document will be sent back to the document owner.
10
The document owner will receive an email confirming that the document has been successfully signed.
11
The tracking screen in Document GPS will also display confirmation that the document has been successfully signed.