Skip to main content
Systweak eSign
Guides schedule 5 min read

Document Signing Process: Step-by-Step Guide

The signing process begins when you receive an email notification from Systweak eSign informing you that a document is ready for your signature. The document is included in a secure Systweak eSign document, and the email is sent on behalf of the sender.

The notification contains a message from the sender along with a link to open and review the documents.

1. Review and Continue

To continue, you must agree to the Electronic Record and Signature disclosure. Then click the Continue button to start the signing process.

AC
Alex Chen via Systweak eSign
Please sign: Service_Agreement_v2.pdf

Alex Chen sent you a document to review and sign.

Figure 1: Example of the email notification you will receive.

2. Access and Review the document

Review the document by scrolling or by using the page thumbnails in the left-side navigation before signing.

lock

Security Check

Some documents require an Access Code or SMS verification. If prompted, enter the code provided to you by the sender via a separate channel.

Once the document loads:

  • Review the content: Scroll through the pages to read the document entirely.
  • Locate the Start tag: A navigation tab, usually labeled "Start" or "Next", will appear on the left side of the document viewer to guide you to the first required action.
  • Toolbar options: Use the top toolbar to zoom in, zoom out, or download a draft copy.

3. Filling Fields and Signing

The system guides you through all required fields. Clicking the "Start" or "Next" button will automatically scroll the document to the exact location where your input is needed.

label_important Required Fields

Fields outlined in red or marked with a "Required" tag must be completed before you can finish. This includes Signatures, Initials, and mandatory text boxes.

edit_note Optional Fields

Fields outlined in gray are optional. You may fill them out or leave them blank depending on your needs.

To apply your signature:

  1. Click the yellow Sign tag.
  2. Next, you will be asked to adopt a signature style (draw, type, or upload).
  3. Once adopted, clicking the tag will instantly imprint your signature on the line.
  4. Repeat this process for all Initials and Date Signed fields (dates often populate automatically).

4. Completing the Workflow

After all mandatory fields are completed, click the "SIGN & Finish" button at the top right of the screen.

SIGN & FINISH

Clicking Finish makes the document legally binding.

What happens next?

  • You will see a confirmation screen indicating you have successfully signed.
  • You typically have the option to download a PDF copy immediately.
  • An email with the final signed document and audit trail will be sent to your inbox for your records.
  • The sender receives an immediate notification that the workflow is complete.
info
Note: If you need to decline signing, look for "Other Actions" in the top right menu and select "Decline to Sign". You will be asked to provide a reason for the sender.