Available on: Plus and Pro plans
Collect signatures from clients and partners without printing, scanning, and emailing. Send out secure invitations to sign documents online with just a few clicks.
1. Switch mode in the editor
Upload and open your document in Loio’s editor, then switch to For signers mode (or click Request signatures while in My edits mode).
2. Add signers
Click Add signer to include additional parties.
Rename signer: Hover over a signer’s name and click the pen icon to customize it.
Remove signer: Click the trash bin icon to delete a signer from the document.
Adding signers allows you to send a document to multiple people and ensure everyone completes it correctly.
3. Place and assign fields
Fields are interactive boxes where signers input their information and signatures.
1. Insert fields: Choose fields from the left-hand toolbar and place them on the page. Fields are automatically assigned to a selected signer. A field’s color indicates the signer it’s currently assigned to.
2. Move & resize: Drag fields to reposition them or pull anchor points to change their size.
3. Re-assign fields: Select a field and use the Assignee dropdown in the floating toolbar to re-assign it to another party.
4. Customize hints (optional): For Text, Multiline, and Date fields, use the Hint input to label fields, or choose from suggested options.
5. Set field validation (optional): Use the Text validation dropdown on Text fields to enforce specific data formats.
6. Adjust font size (optional): Change the input font size for Text, Multiline, and Date fields using the floating toolbar.
7. Manage fields: Use the floating toolbar to duplicate or delete selected fields.
8. When finished, click Send in the top-right corner.
Available field types:
Signature: Allows the signer to create and insert their electronic signature.
Initials: Provides an option to use initials for a signature.
Text: Used to enter text and fill in details like names, addresses, prices, etc.
Multiline: Allows recipients to input multiple lines of text.
Date: Lets signers select a date.
Checkbox: Used for multiple choice questions.
4. Specify recipients and set the signing order
Provide the name and email address for each party.
To route the document in a specific order, enable Set signing order. You can then define the sequence by dragging and dropping the parties or by entering the signing step number next to each recipient’s role.
Enable the signing order for sequential routing, where each recipient receives the document only after the previous one has signed. To send a document to all parties at once (so everyone can sign simultaneously), leave the toggle off.
5. Send and track
After you’ve finished setting up your signature request, click Send.
Recipients will find an invitation to sign your document in their inbox. You can track all your signature requests (inbound and outbound) from the Signatures section of your dashboard.
To learn more about the signer’s experience, check out this guide.
Note: For security reasons, an eSignature request is valid for 30 days. Once it expires, the recipient won’t be able to sign.
If you have any questions, our support team is here to help. Contact us at support@loio.com or use the live chat button in the bottom-right corner to reach out.