41 docs tagged with "sign"

Upload documents to an agreement — supported file formats, size limits, and multi-document workflows.

Position tags precisely on your document using drag-and-drop, click-to-place, multi-select, and alignment tools in the template editor.

Configure advanced agreement options — comments, markup, document visibility, responsive signing, and document locking.

Learn how Propper Sign records a tamper-evident, cryptographically linked audit trail for every agreement, including all participant actions, timestamps, and IP addresses.

Send the same agreement to multiple recipients at once using a CSV file and template mapping.

Learn what the Propper Sign completion certificate contains, how to download it for individual or multiple agreements, and how to use it as court-admissible evidence.

Show or hide tags dynamically based on recipient selections during signing.

Execute business contracts faster with digital signatures. Learn how to set up routing, place tags, and track multi-party agreements through to completion.

Start a new agreement from a template or from scratch, configure basic options, and prepare it for sending.

Build a reusable document template by uploading a document, defining recipient roles, and placing tags — then reuse it for every new agreement.

Apply your organization's logo, colors, and branding to the signing experience and email notifications.

Apply format validation to text tags — email, phone, SSN, ZIP code, dates, numbers, and custom regex patterns.

Download signed PDF documents and audit certificates from completed agreements, understand file formats, and verify digital signatures.

How recipients sign documents through email — covers the signing link, the signing interface, multi-party routing, session features, and troubleshooting.

Integrate the Propper Sign signing experience directly into your application — covers how embedded signing works, use cases, and implementation approach.

Understand the evidence Propper Sign collects for every agreement transaction, how it satisfies ESIGN, UETA, and eIDAS requirements, and how privacy is handled.

Create calculated tags that compute values from other tags — arithmetic, functions, and field references.

Streamline employee onboarding with digital signatures. Send complete onboarding document sets, use conditional fields for state-specific forms, and track completion before a new hire's start date.

Authentication methods for verifying signer identity in Propper Sign — covers email link, email OTP, SMS OTP, access code, TOTP, and identity provider verification.

Import DocuSign templates into Propper Sign using a JSON export file, or export Propper Sign templates for backup and migration.

Facilitate face-to-face document signing on a shared device — covers setup, the host workflow, authentication options, audit trails, and troubleshooting.

Understand how Propper Sign meets global electronic signature laws including the ESIGN Act, UETA, and eIDAS, and learn best practices for compliant signing workflows.

Execute legal documents with maximum security and compliance. Configure strong authentication, review audit trail requirements, and set up routing for board resolutions, settlements, NDAs, and other legal instruments.

Configure reminders, expiration warnings, and completion notifications for agreements.

Electronic signature solution for legally binding document signing — create templates, send agreements, and collect signatures.

Define who signs, who receives a copy, and in what order using recipient roles and routing order in Propper Sign templates.

Add recipients to an agreement, assign roles, and configure signing order and identity verification.

Close deals faster with digital signatures. Set up sales templates, configure approval routing, and use bulk send for multi-location rollouts.

Send a prepared agreement to recipients for signing — covers the pre-send checklist, email customization, expiration, reminders, and what happens after you click Send.

Guide to the complete agreement sending workflow — from creating to configuring recipients, tags, and settings.

Configure Sign preferences for your organization — signing options, authentication defaults, branding, API access, and webhooks.

The three signature methods available in Propper Sign — draw, type, and upload — including how signature adoption works, initials, legal validity, and accessibility.

An overview of the Propper Sign signing experience — how recipients access, authenticate, and complete documents across email, embedded, and in-person signing methods.

Configure sequential, parallel, or mixed signing order to control when each recipient receives the agreement.

Understand agreement and recipient statuses, monitor signing progress in real time, and send reminders to recipients who have not yet signed.

Configure tag behavior — required, read-only, formatting, visibility, tooltips, and data labels.

Reference for all 15 tag types available in Propper Sign templates — signature, text, auto-fill, formula, and more.

Track and manage template versions in Propper Sign (planned feature).

Build reusable document blueprints with pre-placed tags and recipient roles to send agreements faster and more consistently.

Key terms and definitions used throughout Propper Sign documentation.

Cancel an in-progress agreement, understand what voiding does to recipients and signing links, and learn when to void versus when to send a reminder.