What does my client see when they sign, and how is a signed copy verified?

Each signer gets an email with a private link. They read the document and sign in their browser, without an account.

What your client sees

1. The request. The page shows your business, the title, your note, and the date this version was sent. The document is beside it, with their fields marked.
2. Consent. Before signing the first time, they read how electronic signing works, tick I agree to sign electronically, and select Agree and continue.
3. Their fields. They fill in each field. For a signature or initials, they choose Type or Draw.
4. Sign. They enter Your full name, tick I've read this document and mean to sign it, and select Sign.

They then see You've signed. If others still need to sign, the signed copy comes by email once everyone has. If you set an order, a signer whose turn hasn’t come sees Not your turn yet and gets an email when it’s their turn.

A signer who doesn’t want to sign can decline and give a reason. Declining ends the request, and you’re told.

The signed copy

When every required person has signed, Visualist stamps the document with the signatures, adds a certificate of completion, and seals the file. You see Signed record on the request’s page, with Download signed copy. People you added under Send a copy to with the signed copy get it too.

How a signed copy is verified

The certificate page in the signed PDF links to a verify page that anyone can open. It shows:

• the signers, with their emails partly hidden
• the version signed and when it was sealed
• the fingerprints of the signed record and of the original document
• whether the history is intact

Under Check a copy, anyone can choose a PDF. The page says whether it’s This is the original signed record, This is the document as it was sent, or This file doesn't match.

If something goes wrong

• This request has expired. Send it again with Replace with a new version.
• This request was replaced. You sent a newer version. Your client uses the newer link.
• This request was canceled. You voided it, so it no longer needs a signature.
• This signing link isn't available. The link may have expired or been replaced. Send your client a new link from the request’s page.

To send a request, see How do I send something for e-signature and track it?