SignNow is a digital forms / electronic signatures platform MBU uses to get signatures on documents.
For questions about the content of forms themselves, please contact the department who created the form.
For questions about the use of SignNow and other technical questions, you can contact the Desktop Systems Administrator or submit a ticket to the IT help desk for assistance.
Logging in to SignNow
Visit https://app.signnow.com/webapp/login and enter the email & password you have been assigned.
You can also visit https://www.signnow.com/ and click on the "LOGIN" button near the top right corner.
Understanding Documents and Templates
Its very important to understand the difference between these two types of forms inside of SignNow, as they work differently.
Documents
Documents can be thought of as unique instances of a form. When you click the "upload document" button at the top of the page, you are importing one form. If you send a document off to be signed, it will not be able to be sent off to anyone else. Any fillable fields added to a document are also unique to that document. To create a document that can be used for multiple people, you need to convert a document to a template. Documents can also be archived.
Select the Documents folder in the navigation pane on the left to see documents you are working with. You'll see a list of documents, with their names on the left. Clicking on the name will open the document for you to view.
- Bulk Archive - You can select this button to move all documents within a specified date range into an archive folder.
- View Options - You can filter documents by their status, sort them in different ways, and change your view options here.
- Document Options - Click "Invite to Sign" to open a new window with options for sending your invitation to sign, or click "more" for more options (see below).
When you select "More" there are several options to select. Most notably:
- Make Template - this option will walk you through turning a document into a template for multiple uses
- Create Signing Link - this option allows you to create a link. Anyone who has the link will be able to sign the document, however they will show up as a guest signer.
- History / Download with History - this option allows you to view all actions performed on a document with time stamps and IP addresses for the user who performed each action.
- Archive - move the document to an archive folder.
- Move - move the document to another folder.
Most of the time, users won't need to upload and create new documents. If you need an existing form, use a template.
Documents that have been signed will be locked and unable to be edited. If a mistake was made, send a new document for signature.
Templates
Templates are forms that can be sent out to multiple people. Fillable fields added to a template will be the same for everyone asked to sign the template. When you send an invitation to sign a template, SignNow automatically creates a document from the template. This document will be visible in your documents folder, and will have the name you gave it during the "Invite to Sign" step.
Select the Templates folder in the navigation pane on the left to see templates you have created. You'll see a list of templates, with their names on the left. Clicking on the name will open the template for you to view / edit.
- View Options - You can filter documents by their status, sort them in different ways, and change your view options here.
- Template options - You can select "Invite to Sign" to automatically generate a document and send a request for it to be signed, or create a signing link to distribute.
- More options - See below
When you select "More" there are several options to select. Most notably:
- Bulk Invite - Use this to send documents to several email addresses, using a .csv file. Contact the Desktop Systems Administrator if you require assistance with this task.
- CSV report - Receive an email with a link to download a .csv file with details on all documents a template has been used to complete.
- Edit Signing Instructions - Customize internal instructions for MBU SignNow users who send invitations to sign this template
- Move - Move this template to a shared folder
- Edit Signer Emails - Customize the instructions that are emailed with invitations to sign. Emails can be customized for each signing step.
- View Documents - See all documents that have been created using this template.
Templates, including the signing order and workflow, should not be edited unless you know what you are doing.
Shared Documents and Templates
Documents and templates, by default, are only visible to you. They can, however, be shared with a team so that other team members can view them. In order to do this, a team needs to first be set up by the admin, and then documents and templates can be moved into the appropriate shared folder. You can view shared documents and templates by clicking on the folder in the navigation pane on the left side of the screen.
Document Groups and Document Group Templates
Templates can be added to a document group, which allows the templates to be sent together (like a packet, so to speak). These document group templates work in the same way as templates, and will generate document groups automatically in the same way that single templates generate single documents.
Select the Document Groups folder in the navigation pane on the left to see document groups you have created. You'll see a list of templates, with their names on the left. Clicking on the name will open the template for you to view / edit. Document Groups and Document Group Templates behave the same way individual documents and templates do, with the benefit of sending one invitation to complete multiple documents.
To expand a document group template, click on the arrow next to the group template name.
You can click "Send for Signing" to send all templates in the group to the same roles, (again, like a packet).
Sending Invitations to Sign
SignNow Support Articles
SignNow's help articles can be accessed at https://university.signnow.com/. Search the question you are trying to answer to see any relevant articles.