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. Add signers
Upload and open your document in the editor, then follow these steps:
Switch mode: Select the For signers tab (or click Request signatures while in My edits mode).
Add one or multiple 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.
2. Place and assign fields
Fields are interactive boxes where signers input their information and signatures.
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.
Move & resize: Drag fields to reposition them or pull anchor points to change their size.
Re-assign signers: Select a field and use the dropdown in the quick actions bar to re-assign it to another party.
Manage: Use the quick actions bar to duplicate or delete selected fields.
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.
3. Finalize and send your document
Provide the name and email address for each party, then 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.