Electronically Signing Documents

There are a number of applications which allow a document to be completed and/or signed electronically and you may want to research these further or discuss options with your IT provider. One option that we recommend and use is Adobe Sign and we have included below some simple procedures you can use and share with your clients.

Note:- if you have a client complete and/or sign a system document (i.e.; a document issued through Document Distribution) and you want to save that completed/signed document to Document Management please refer to the section on Saving Signed Distribution Document to Document Management.

1. Open the document you wish to sign / complete information on with Adobe Acrobat Reader (You can download Acrobat Reader from Adobe here - https://get.adobe.com/reader/)

   

2. On the Right Hand Menu, click ‘Fill & Sign’

   

3. This will put you into edit mode. On the right hand side you will be asked to sign in – this is completely optional. You can choose to create a free Adobe account, which can be used to save your electronic signatures and many other benefits, but is not required for completing a document.

   

4. To complete a field / add text, you can click on the button that looks like: Then simply click on the document and start typing.

   If you don’t line up the information fully, you can click on the text once done and drag it into the correct position.

   

5. Once complete, click on the button that looks like: Then click ‘Add Signature’ to add your signature.

   • OPTION 1 - TYPE - NOT RECOMMENDED

     The first option that comes up lets you type and the font looks similar to if you had handwritten the text. This isn’t recommended, as anyone with Adobe Reader can create the same signature.

     

   • OPTION 2 - DRAW

     If you have a touchscreen device and stylus, you can use the draw command to sign directly onto the screen. This is the quickest and most natural way to sign your form, but difficult with a mouse.
     

   • OPTION 3 – IMAGE

     If you have a scanned image of you signature, you can use this to insert into the document. Simply select your image and Adobe will create a signature for you.

     

6. Once your signature is created, click Apply and place your Signature on the document.

   

7. Then, click File, Save and rename the document if you wish. You now have an electronically signed file!