Create a Doc to Sign

A “Doc to Sign” is ideal for processes, procedures, and policies where you need to present information and then capture a user’s signature to confirm they have read and understood it.

To create a doc to sign:

1. Go the Docs to Sign tab in your Manage area.
2. Click the + New button in the top right corner.
3. Use the text field to input the title of your document.
4. Upload the document if you already have it by clicking the paperclip icon on the toolbar above the text field.
5. If you don't have a document prepared, use the text field to add content or terms to your documents.
6. Fill in the Statement field, then click the Create button.
7. In the top right corner, click Publish, then Publish Doc to Sign.