Sending a document for e-signature with UpMail is easy. You can add an e-signature to any PDF or editable document uploaded to your account.
> Click here to learn how to add an e-Signature to a PDF document
> Click here to learn how to add an e-Signature to a Editable Document or Webpage
The e-Signature feature allows you to:
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Streamline your Workflow
- Create reusable templates for contracts, saving time by simply uploading the contract, adding an e-signature, and sending it in just a few clicks.
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Track your Document
- Quickly review the status of e-signature documents, including pending and completed contracts, to stay on top of follow-ups.
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Save your Contracts
- Completed contracts with e-signatures are automatically saved within the sent emails in UpMail, ensuring easy access and record-keeping.
UpMail automates eSignature requests, allowing prospects to sign contracts directly in your email communication.
With one-click you can add an e-Signature to any PDF or editable document, add multiple required signatures and set the expiration date for the contract.
> Click here to learn how to add recipients to an e-Signature document
> Click here to learn how to set/ change the expiration date for an e-Signature document
Once an e-signature document has been signed, you will receive an email notification.
At this point, you will either need to wait for additional e-signatures or counter-sign if required. If neither are required, the e-signature document is complete.
Once all required signatures have been obtained, an email notification will be sent.
Once an e-signature document is sent, the status of the e-signature can be viewed within your Sent Emails.
You will be able to identify which emails contain an email signature document by the blue document icon before the subject.
When you click on the email and go to the E-Signature tab, you can see the date and time of signature and have the option to download the signed document.
Once all required signatures have been obtained, the blue icon will turn green.
In the UpMail reporting tab, you will also be able to see:
- Contracts created
- Contracts completed
- Contracts in progress
- Contracts expired