Manage Documents

You can create folders to organize your documents within your SelfieSign account. Step 1: Go to Manage Documents view and click + besides the left Folder Panel

Step 2: Enter a name for the new folder and click SUBMIT

Step 3: Select the documents you want to move to a folder, and click the MOVE button

Step 4: Select a folder, and click OK

For now, you can search your documents by entering a signer’s name in the upper-right Search field. In the future, you will be able to search documents by simply entering the document name.

In the Manage Documents view, you can view the status of your documents by selecting Unsigned, Signed, Signed, Unsigned and Voided in the top Filter bar. More status options such as Waiting, Rejected and Deleted will be added in the future.

This feature is not available. Once you send a document, it is meant to be signed as it is and thus cannot be edited. You can void the document and resend it if mistakes are found.

Step 1: In the Manage Documents view, find the document you want to delete, and click the arrow beside the VIEW button.

Step 2: Select ”Void Document” from the dropdown list

Step 3: Click the VOID button to delete the document.

Note: You may need signers’ approval first before deleting the document if they’ve already signed.

In the Manage Documents view, you can filter by Unsigned to see all of the documents that haven’t been signed.

Then, you can click VIEW of each unsigned document to finish signing.

If you don’t have a SelfieSign account, you need to go to your inbox to find the document, or ask the sender to resend it.

Step 1: In Manage Documents view, go to the “Please Enter Name” search field

Step 2: Type the signer’s name, and click Search

You will then see a list of all documents that have the same signer.

The activity log of a document is a record of when the document was sent, who signed it and where it was signed. Step 1: In the Manage Documents view, click VIEW of the document

Step 2: In the left sidebar, click History to view more details

Tip: You can click the signature to watch the recorded video of the signing process. Step 3: Expand each item in the left panel to view its details

Yes, your documents are synced across all apps.

For example, the documents you sent on a PC browser, are immediately available in the Manage Documents view of the SelfieSign app on your iPhone.

Currently, you need to manually notify the next signer of each document. This feature may be enhanced for you to set specific dates and time to remind those who haven’t signed.

When all of the signers have signed the document, you will be notified via e-mail with a final signed PDF file attached.

You can set up a template to quickly send documents. There is no need to add the same recipients and fields every time. Step 1: In the Home view, click Create Templates

Step 2: Click Open File or drag and drop it from your local computer

　 Step 3: Enter the e-mail address of those who need to sign your document or provide information

Step 4: For each recipient, add fields to your document via drag and drop

Step 5: Keep the default template name or change it, and click SAVE AND CLOSE

Your template is saved and now ready to use.

　 You can always go to Manage Templates view to edit your templates, such as changing the recipients or adding more fields to be filled in.

You can edit your existing templates, such as changing their recipients and fields, and categorize them into different folders.

Edit existing template Step 1: Go to Manage Templates view

Step 2: Click EDIT of the document you want to modify.

Step 3: Click Setting Done in the top once you’re done editing

Organize your templates

Step 1: In Manage Templates view, select the templates you want to group into a folder

Step 2: Click MOVE, and select the folder you want to move them into