How to get a document signed on a phone
Most people you need a signature from are not at a desk: customers, tenants, drivers, coaches, people on a building site. They will sign quickly if the link opens on their phone, the text is readable, and there is one obvious button. Here is the whole flow in PenlyDoc.
1. Add the document
Upload a PDF. Only have paper? Take a photo of each page; PenlyDoc joins the photos into one PDF in that order. If you send the same kind of document often, make it a template once and only fill in names, dates and amounts later.
2. Say who signs
Add each person with a name and an e-mail. Choose whether they sign, approve, or only get a copy, and whether they sign one after another or all at once. Each person gets the page and the e-mails in their own language.
3. Place the boxes
Pick a person, then drag a Signature box onto the page (on a phone, tap it). Add a date, a name, initials, a text field or a checkbox where you need them. The page tells you when everyone who signs has a Signature box.
4. Send
Each person gets an e-mail with a link. No app, no account, no password. They sign with a finger or by typing their name; the page jumps to the next box by itself. People who forget get a friendly reminder.
5. Keep the proof
When the last person signs, everyone gets the sealed PDF. The document page shows who signed and when, and the history of every step. Anyone can check the PDF later on the public check page.
Tips that make people sign faster
- Put the boxes exactly where a pen would go, so the document reads normally.
- Write a one-line message: what it is and why it matters today.
- Send from your own name and brand, so the e-mail is not mistaken for spam.
- Use templates for anything you send more than twice.