How your clients sign

Each step a signer sees, from the signing email to the signed copy. No account or download is needed.

This page shows what a person sees when they sign a document sent with Plutosign. Senders can share this page with a client who asks how to sign.

A signer does not need a Plutosign account and does not install anything. Signing works in the browser on a phone or a computer.

Before you start

You need the signing email. The link in it is personal. Do not forward the email; use Delegate signing on the signing page if someone else must sign.
The link can expire. The email says how long the link is valid.

Sign the document

Open the email from the sender and select Review and sign.

If the sender protected the document, the page asks for a passcode or for a code sent to your email. Enter the passcode the sender gave you, or the code from the email.

Read the document. The bar at the top shows where you are: Review, Fill fields, Sign, Finish. To be guided field by field, select Start in the bar at the bottom of the screen, then Next.

Fill in the fields. Fields marked (optional) can stay empty. The date you sign is added for you.

Select Sign here. In Add your signature, choose Draw, Type or Upload, then select Use this signature. The same signature goes into each of your signature fields in the document.

A card titled Electronic records and signatures can open. Read it. To continue, check I agree to use electronic records and signatures. and select Agree and continue.

Select Confirm & Sign.

The page shows Document signed. When everyone has signed, select Download signed PDF to keep a copy.

What happens next

If other people still need to sign, the page says it is waiting for them. When everyone has signed, each signer gets an email with the subject "Completed:" and the document title.
If the sender set a signing order, the next signer gets an email with the subject "It's your turn to sign:" and the document title.
If you open the link again after you sign, you see the same signed screen and the download.

Other choices on the signing page

Open More options to:

Delegate signing to the right person, if you are not the person who should sign.
Request changes or Suggest changes, if the sender allows it.
Decline the document. You can choose a reason and add details, then select Decline document. The sender is told that you declined.

Troubleshooting

What you see	What it means	What to do
This signing link has expired	The signing deadline has passed.	Ask the sender for a new link.
This request was canceled	The sender canceled the request.	No action is needed. Contact the sender if you have questions.
This request was moved to a corrected copy	The sender sent a corrected version.	Use the link in the newer email.
This document link is not available	The link is wrong or incomplete.	Open the link from the email again, or ask the sender for a new link.
Waiting for your turn	Someone must sign before you.	Wait for the email that says it is your turn.
We couldn't load the document with Too many requests	Too many attempts in a short time.	Wait a minute, then select Try again.
The Confirm & Sign button says Fix and a number of errors	A required field is empty.	Fill in each field marked as required.

Questions about the content of the document go to the sender. Reply to the signing email to reach them.