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Signing guide · 3 min read

Electronic signature checklist before you sign.

Review the sender, document, your entries, and the final confirmation before completing an electronic signing request.

01

The sender and the document

Check who sent the request and whether you expected it. Review the document itself, including supporting pages. If anything is unfamiliar or unclear, clarify it with the sender before signing.

02

Your details and your entries

Check your name, initials, dates, and any information you entered. Make sure the signature displayed is the one you intend to use.

03

The complete agreement

Move through the entire document, not only the marked fields. Completing required fields does not replace understanding the document. Resolve any content questions through your usual review process.

04

The confirmation and the final copy

Confirm only when you are ready. After the request is fully signed and processed, retain the completed PDF with your relevant records.

Keep this in mind

Review first. Confirm deliberately. Keep the completed copy.

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