Request E-signatures

You can request signatures from one or multiple users on any pdf document on Trusted Family. 

How does it work? 

• Select or upload a pdf document on the platform
• Open the view page of the document 
• On the top left, click on the options menu and then "Request Signature" 

• A popup opens 
• Enter the name(s) of the individual(s) you need the signature from
• Specify if the signatures need to be placed on a specific location of the document
• Enter a message that will be sent in the email notification to the users 

• You will be redirected to Hellosign 
• Select the signature type from the top bar and place it on the document.
• Then select which user should sign the document at that specific location
• Repeat the process for each person that needs to sign the document 
  
  
• When ready, click on send. 
• The individuals will receive an email notification and a push notification (if they have the app installed and notifications activated) requesting them to sign the document 
• When all people have signed the document, a final notification will be sent to all users. We will replace the document with a new version including the signatures, and an audit trail of the signature activity.