❗ Important Note: Your recipients/guests will be redirected out of Digify to a third-party site (either Adobe Sign or DocuSign) to complete the e-signature process. Digify will not be liable for any information shared with your recipient or guest in the document via Adobe Sign or DocuSign. |
Here's how to enable your file recipient or data room guest to sign your sent file or data room file.
To do this, you will need access to either one of the following third-party e-signature platform providers: Adobe Sign or DocuSign.
Step 1: Set up your document for signing using Adobe Sign. Follow these steps.
Alternatively, if you wish to set up your document for signing DocuSign, follow these steps.
Step 2: Once done, copy the web form URL provided by Adobe Sign for the document. If you're using DocuSign, copy the PowerForm URL provided by DocuSign.
In your computer or device, create a duplicate of the document that needs to be signed. In this duplicate document, paste the URL provided by Adobe Sign or DocuSign. Save the document.
Step 3: If you wish to send the document to one or more recipients, go to Send Files. Then upload the document as usual. Learn how to send files with Document Security
If you wish to share the document with a guest in an existing data room, enter the data room and upload the document. You must be the data room owner or co-owner, or have the "Contributor" permission in the data room to do this. Learn how to upload files to a data room
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