Posted 5th October 2021
If you use Microsoft applications to power your business, you’re certainly not alone; Microsoft has over 1 billion users worldwide.
As a Microsoft user, you’ll no doubt have used Word to create documents; everything from letters and posters to contracts and agreements can be drawn up using this diverse and multi-functional application. But what happens when you need to add a secure an electronic signature to your Word document?
This is where E-Sign can step in. With our electronic signature and digital document platform, we make signing and sending your Word documents quicker and easier.
Here’s how you do it:
Create your document in Word
Use Microsoft Word to create your document, whether it’s a letter, contract, or invoice. Save your document in your preferred method, whether that’s on your hard drive or in the Cloud.
Log into your E-Sign Platform
To start the document signing process, click “Get Started” in the “New Signature Workflow” section of your E-Sign dashboard.
Upload your Word document
Upload your Word document to the platform using one of the four options shown here.
Enter your signer’s details
Enter the signer’s details into the fields as shown. If you require more than two signers, simply select ‘Add another signer’. You can also add yourself as a signer.
If you require the Word document to be signed in a specific order, select the ‘Use sequential signing’ option. The order of names entered into each numbered box defines the flow of the documents to your recipients for signing.
Attach supporting literature and email contents
Here you have the option to attach supporting literature for your signers to view as part of the notification email. The description section is where you create the contents for your email body, where you can describe the requirements for completing the document transaction.
Add your e-signature
You can now view your Microsoft Word document in the platform and can drag and drop the signature placement fields (or any other fields you require) straight onto your document.
You can alternate between each signature and place it in a specific area on the document by clicking and highlighting in red. Once the signer’s name is highlighted in red, drag and drop your signature field into the required place.
Review your document
Review the Word document and its recipients, and then click ‘confirm and send’ to proceed.
E-Sign your document
If you need to electronically sign your Word document yourself, select ‘sign document’. Type your name into the signature box. This will record the date and time, as well as the IP address of your device. Click ‘Complete document’ to finish
Sit back and wait
Once you’ve sent your document to your signer, they’ll receive an email straight into their inbox. Here they’ll be able to open and e-sign your Word document without having an E-Sign account themselves.
Not an E-Sign Customer? Try E-Sign For Free Today
If you’d like to discover the benefits of E-Sign for yourself, try our 14-day free trial today. We’ll never ask you for payment information, so you can try our electronic signature and digital tools without any risk or commitment.
Why Choose E-Sign?
The key to good workflow is optimum efficiency. E-Sign allows staff to work their core job more productively, utilising streamlined secure document processes.
Spend less time on administration and traditional paper-based expenses. Save on mail and associated expenditure.
With instantaneous delivery and rapid, secure authentication, there’s no need to wait days for document turnaround with E-Sign.
E-Sign is a leading provider of digital transaction management solutions, supplying professional services including Electronic Signatures, Web Forms, ID Checker, Verification Tools, Personalised Emails, API and Payment Processing to businesses of all sizes across the UK.
To find out more about our E-Sign solutions and how they could transform your business, get in touch with us today.