Getting Started: How do I create and send a document to be signed? (Through Simplici Sign)

Login to Simplici: Log in to your Simplici account using your credentials.

Select Document Signing Feature: Locate the "Simplici Sign" on the navigation sidebar menu and click on it. Then click on “Sign Dashboard” from the dropdown menu.

Create a New Document: Click "Start Now” below the Create new document here. This will initiate the document creation process.

Upload the Document: Drag and drop or browse files to upload a required document. (Supported format: PDF)

Add Recipients: Enter the name and email addresses of the recipients who need to sign the document and then assign their roles.

Set Signing Order: On the recipient list, you can drag and drop the recipients into the desired order of signing to ensure that multiple recipients sign in a specific sequence. Then click “Continue”.

Add Signature Fields: Once the document is uploaded and signers are added, add signature fields where the recipients must sign or provide the required information.

Configure Settings: Set additional settings such as fonts, size, or tooltip message.

Send for Signature: Click "Send" to dispatch the document to the recipients.

After you send the document, please keep an eye on the document's status to see when recipients open, view, and sign it.. SEE: Getting Started: How can I track the status of a sent document?