1. Signer invite email – informing of witness requirements

Request to sign email - when witnessing is required

2. Start Screen - detailed list of requirements to sign and witness document

signing and witness requirements

3. Signing screen for the signer — must be watched by the witness.

signer witnessing

4. Signer completes document and passes device to witness.

Witness handoff

5. Witness enters their name and email

Witness Name and Email

6. Witness completes the fields assigned to them (eg signature in this example).

Witness Signs

7. Document is now complete.

Document completed by the signer and witness

| Once the document has been completed, the signers will get a copy. Witnesses do not get a copy of the final document.

8. Example of Audit Log of

Question 2

Creating Documents that must be witnessed

Accepted Answer

Document Witnessing - Configure a document of sending

GoodSign allows you to send document that require the signature to be "physically witnessed".

| The signer and witness will use the same device to complete each section. This satisfies any law that requires a witness to be physically present.

If you have a document that must be witnessed, to get started simply upload your document from the dashboard to get started.

1. Activate the witness feature

Activate witness options

2. Add the signer and activate witness toggle

Witness Toggle

3. After you've added the required fields for your signer, you will now need to select the "witness" from the signers drop down.

Select Witness - from signers drop down

4. Add the fields for your witness to sign (just like any other signer).

Witness fields added - just like a normal signer

| In this example - I've selected "John Ballinger - witness" and added the fields for the witness to sign.

5. We can now send this document like normal.

FAQs about witness signing.

You do not need to know the name or email

Question 3

QuickSign Templates - allow anyone to sign a document from a link

Accepted Answer

QuickSign for Templates

|| QuickSign templates allow you to configure a template once — then share it with any customer as a link. Each time a customers uses it, they will create a copy of the template.

If you activate the QuickSign feature for templates, you can get a permanent link that can be shared with anyone to complete the template.

Activating

You can activate the QuickSign feature on the "Configure" page (where you enter roles for a template)
Toggle the QuickSign feature on (look in the left column), and click save.
You can find the QuickSign link to share on the "Templates Dashboard" beside the document you edited.

When you share a QuickSign link with someone:

They will be asked to enter their name & email address before they can view the document
After step one, any details that includes their name or email will be pre-filled within this new document
The signer must complete the document as normal and click the finish button.

Once the document is completed, both your and the signer will get an emailed copy of the document and the document will show in your dashboard as normal.

| QuickSign templates only cost when a signer users them, standard GoodSign fees apply.

_ If someone has miss-used your QuickSign link and you would like your credits refunded, get in touch _

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