This article outlines what recipients, signers, and countersigners will see when completing an e-signature request through Aptly Sign, and how to successfully sign a document from start to finish.
Step 1: Open the Signature Request Email
When a document is sent for signature, recipients will receive an email with the subject line:
Digital Signature Request – [Document Title]
Inside the email, you will see:
- The title of the document
- The name of the person who requested your signature
- The sender’s information
- Any custom message included when the document was sent
To begin, click the Review Document button. This will open the document in a new browser window.
Step 2: Review the Document
Once opened, you will see all pages of the document that are available for your review and signature.
At the top of the screen, you’ll see navigation tools that help guide you through required fields:
- A progress indicator showing how many required fields are complete out of the total.
- Arrow buttons to move forward and backward between required fields.
- Required fields will be highlighted as you navigate.
You also have the option to click the eye icon, which allows you to:
- View all pages that contain required fields
- Jump directly to areas where your input is needed
This makes it easy to ensure nothing is missed.
Step 3: Complete Required Fields
Fill in all required fields, including:
- Signatures
- Initials
- Date fields
- Any additional required inputs
As each field is completed, your progress tracker will update.
Once all required fields are completed, a confirmation message will appear at the bottom of the document indicating that you are ready to finalize.
Step 4: Finish Signing
After completing all required fields:
- Scroll to the bottom of the document.
- Click the red Finish button.
You will then see a confirmation screen indicating that your portion of the document has been successfully completed.
Additional Options While Viewing the Document
In the upper-right corner of the document window, you have access to:
- Download – Save a copy of the document.
- History – View the activity log of the document.
- Recipients – See the signing progress of all recipients.
This allows you to monitor where the document is in the signing process.
After Signing
Once you complete your signature:
- Your portion is marked as complete.
- The document will continue routing to the next signer (if signing order is enabled).
- After all recipients have signed, you will receive a completed copy of the document for your records.
Whether you are a signer, countersigner, or additional recipient, the signing experience follows the same guided process to ensure all required fields are completed accurately and efficiently.