How do I get a PDF signed on my client's phone?

Upload your PDF, add your client's name and email, place the signature box on the page and press Send Link. SignZA emails your client, who signs on their phone with a finger. They do not need an account or an app, and you get the signed PDF back with a certificate page that shows who signed and when.

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Steps

1. 1On your dashboard, press Send Document.
2. 2Drop in your PDF, or click to browse. It must be a PDF and no bigger than 10 MB.
3. 3Check the Document name, then press Continue.
4. 4Under Signer details, leave Email picked for how they receive the link, then type your client's first name, last name and email address and press Continue.
5. 5On Options and review, press Send document. Nothing goes to your client yet.
6. 6In the field editor, pick a box in the Add Field panel, then drag it out on the page where your client must sign.
7. 7Press Send Link. SignZA emails your client.
8. 8Your client opens the email, checks who sent it and taps the green button.
9. 9Your client draws their signature with a finger.
10. 10Your client types their full name, ticks the box and taps Finish signing.
11. 11Your dashboard shows the document as Signed, and the signed PDF comes back to you with a certificate page.

Good to know

• Your client does not need an account or an app to sign.
• Your client can sign from an email or from a WhatsApp message that you send from your own WhatsApp.
• The signed PDF has a certificate page that shows who signed and when.
• The Free plan lets you send 5 documents a month.
• Before your first send, SignZA asks for your name, company and mobile number in Settings.

Questions and answers

Next video

Next in the seriesHow do I set up a free e-signature account?

Related guides

• Complete Walkthrough: Send Your First Document for Signature

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