Sign a new document

You can start a new workflow either from your 'Dashboard' or from the 'Documents' screen by clicking the 'Sign a new document' button.

---

Toggle: 'I am the only signer'

Enabled

Use this option when you are the only signer and no one else needs to sign the document. This is useful when you simply want to generate a signed copy for your records or to share with others.

• SigningHub will automatically add you as a fixed recipient in a non-editable field.

• All other workflow configuration options will be disabled.

• You can add a signature field and sign the document using a 'Digital Signature' or 'E-signature'.

• After signing, click 'Finish' to mark the document as 'Completed'.

• You can optionally send a copy of the signed document to your contacts.

1. When the 'I am the only signer' option is enabled, the logged-in user can only act as a 'Signer'. Other roles such as 'Reviewer', 'Editor', 'Meeting Host', 'Send a Copy', and 'Electronic Seal' are not available in this mode.

Disabled

Use this option when 'other recipients also need to sign' the document. SigningHub treats this as a 'multi-signer workflow', typically used when document approval or sign-off is required from more than one recipient.

• If only the document owner is added as a signer, the document will remain in 'Draft' status after signing and will not be marked as 'Completed' automatically.

• To complete such documents, select 'multiple' draft documents from the 'Documents' view and use the 'Bulk Sign' or 'Bulk Share' option. This action cannot be performed on individual draft documents.

1. The Bulk Sign or Share function does not work on individual draft documents.

---

In-Person Signature Workflow

For workflows involving 'In-Person signing', do not select the 'I am the only signer' option. Doing so disables the 'Meeting Host' functionality required for in-person signatures.

Instead, follow these steps:

1. Add yourself (the document owner) as a 'Meeting Host'.

2. Choose the 'Individual' signing order.

3. In the Document Viewer, add an 'In-Person Signature' field.

4. Click 'Continue', then 'Send' to change the document status to 'Pending'.

1. If Parallel or Serial signing order is selected, the document will remain in Draft, and in-person signing will not be possible.

2. It is also not possible to apply the in-person signature while the document is still in the preparation stage. The document must be in 'Pending' status before the in-person signer can sign.

Once the document is in 'Pending' status:

1. Open it from the 'Documents' view.

2. Click 'Go to Field' for the in-person signing step.

3. Enter the name of the in-person signer and have them sign the document.

4. After signing, click 'Close' to complete the workflow.

The document status will update to 'Completed', and the 'Workflow Execution Report (WER)' will indicate that an 'In-Person Signature' was used, along with the name entered during the signing process.

1. When you click the "Sign a new document" button, the default workflow mode as defined in your role will be auto-selected. Use the adjacent drop-down to select your desired workflow mode as required.

2. If the document owner uploads a PNG image with a transparent background and signs it, the signed document copy may appear as corrupted in Adobe Reader. This is a known issue caused by a limitation in the third-party DLL used for document conversion within SigningHub.

3. After selecting the appropriate mode from the 'Sign a new document' button, proceed to the 'Add documents' phase.