Sending a document using Yoti Sign is simple.
When you are ready to send a document, click on the New Document button. You will then need to upload the document from your computer by pressing the Upload button and selecting the document.
After that, just follow these four easy steps:
1. Adding signees
You can manually add up to ten signees to any document. Or, you can import up to 1,000 signees with a CSV file. Learn more about bulk sending here.
To add a signee you will need their name and email address. You can also add a role for each signee, like tenant or landlord. Learn more about roles here.
2. Requesting information
You can also choose for the signee not to sign with Yoti Sign but with their email address. If you require the signee to sign with Yoti, you will need to choose what personal information you require from them, like:
- Full name
- Photo ID
- Date of birth
- Mobile number
3. Requesting signatures
You might need a signature to be displayed on the document.
4. Add message
You can send a personal message to a signee in the sign request email.
You can set up to three reminders to be sent to signees who haven’t yet signed your document. You can set a frequency of when the 3 reminders go out.
Do you want to know more about how reminders work? Click here.
Before you send your document to be signed you will have the chance to review each of the previous five steps.
Once you have sent your document to be signed, you will get a cover sheet and confirmation page to say your document has been sent. To learn more about cover sheets, click here.