- 16 Mar 2021
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Can I upload my own documents and get them eSigned?
- Updated on 16 Mar 2021
- 1 Minute to read
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Yes, you can upload your own custom document in Revv. To upload your own document, follow these steps:
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On the Documents page, click Create document.
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Click browse to upload a document from your computer.
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Select a suitable document and click Open.
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Under the Document blocks, drag and drop the signature block to your document.
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Click Assign signer.
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Enter the signer's email ID. You can also click the dropdown icon that is available in the email field to view and select the details of your previously-added signer. In this case, the email ID, first name, and last name of the signer are automatically added.
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Click Add andrew@postviz.com or click the Enter key from your keyboard.
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Enter the first name and last name of the signer.
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Click Add new signer.
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Select the type of signature you want of your recipients. Click the dropdown button beside Click to sign under Signature type.
- Click to Sign: The signers' full name is captured as the signature.
- Draw signature: The signer has to draw the signature.
- Click to Initial: The initials of the signer's first name and last name are captured as the signature.
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Click Get eSign. Or, click the dropdown beside Send and click Send for eSign.
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To enable SMS-based authentication for recipients, click the dropdown beside the Settings icon and check the checkbox beside Send OTP by SMS.
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Select the appropriate country of your recipients and enter their contact number.
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Write a personalized message to your recipients.
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Click Send for eSign.
You have successfully upload and sent your documents to your recipients.
Refer to how to create document topic for more information on creating documents.