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5 Tips to Request a Signature Effectively

by Jen

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Even with the best e-signing and digital signing tools out there, it can sometimes be challenging to get those requested signatures in on time.

E-signatures are the cornerstone of contracts in every industry in the world; thus, they are essential to the proper operation of companies, institutions of higher education, and other organizations. Because of this, it's crucial to obtain all the required signatures on time and for the correct documents. We've put together a few pointers to help you ask for digital and electronic signatures in the best possible way.

Let the Signee Know What To Expect

In a world of email scams (from Nigerian princes to ever more convincing PayPal password resets), people are more cautious than ever before even opening an email, let alone click on a link within it. If they aren’t expecting it, signees will be unlikely to open, let alone sign, a document you’re sending them. Make sure that you give the signee a heads up on what document to expect from you and why they need to sign it. You can simply video call, email, or Slack message them beforehand and things will go much more smoothly!

Send the Sign Request in a Timely Manner

Sometimes we can’t help having to send a signature request that’s urgent. It happens! But whenever you can, make sure you send your sign requests ahead of time. Leave yourself enough time for any extra admin duties that you may need to do on your side. It’ll minimize stress, too, and who doesn’t need that?

Set Clear Expectations for When You Need the Document Signed

It isn’t fun receiving a signature request and not knowing how much time you have to review the contents and sign the document. As far as possible, make sure you add a clear due date to the signature request before you send it. This will enable everyone to be on the same page. Smallpdf’s eSign tool comes with a handy message window for you to add your own personalized note. Use this to your advantage and note down the due date!

Offer Clear Instructions With the Signature Request

This is closely linked to having a due date attached to a signature request. You can use the same feature in the Smallpdf eSign tool to leave any instructions for the signee to follow before they get down to signing. For instance, you could remind them to review specific sections of the document, explain which paragraphs they may need to add their initials to, or point out where the document may still be requiring content from their side like names or dates. With eSign, you can even show signees where you want them to sign, so there's no room for error.

Make Sure You Have the Right E-Signing Tool

If the tool you use is ineffective, chances are your signing experience will be much the same. Make sure you invest in the right e-signing tool, and the overall signing experience for everyone involved will be that much better. Make it a priority that the tool you employ meets all of your requirements, is compliant with applicable security and safety regulations, and can provide you with assistance when you need it most.

If you’re looking for a secure e-signing tool that’s easy for both you and your signees to use, look no further. Check out Smallpdf’s eSign tool and start signing right away.

Jennifer Rees
UX Writer