Throughout the business world, it’s become standard practice to issue key proposals and legal documents as PDFs. This is due to the file format’s strong security options, change tracking, and broad compatibility. It’s a smarter choice than any word-processing format because it doesn’t require proprietary software to view: any internet browser will do, for a start.
It’s also standard to have important documents electronically signed by relevant parties to indicate approval, a process that replaces the traditional process of signing physical copies. This is easily handled through GetBusy’s electronic signature request process. In the event that you need to add your electronic signature to a PDF, you can get it done within minutes. Here’s how.
If you need to get someone else’s signature, or you’d like to sign a document you’ve received from outside GetBusy, you’ll need to create the signature request. You can find more details in our main piece on ‘how to create an electronic signature’ request, but here’s the basic process:
1. Access a live GetBusy account. Whether you’re signing or requesting, you need to be able to get into a live GetBusy account, so that’s where you must start. If you’ve yet to use the free trial, you can use it to get your task done (and generally test the system).
2. Open a signature thread. Look to the top-left of the GetBusy dashboard and you’ll see a pencil-on-a-piece-of-paper icon. Clicking that will open a “New thread” window with a drop-down option at the top defaulting to “To-do”. Change that to “Signature” and give the request a suitable name.
3. Define all the participants. If you’re intending to sign the document yourself, you don’t need to do anything here: you’ll initially be the only participant. If you’re sending it to someone else, click the plus symbol at the top and provide their email address (or choose their GetBusy account if it’s linked to yours).
4. Choose the PDF document. Click on the “Add a document” option down the window, then choose it from a local source or a cloud source. There’s a size cap of 25mb, but it’s very unlikely that a suitable PDF document of this kind will exceed this.
5. Add the signature field(s). With the document added, you’ll see a “Configure” option next to the listing. Use this to open a view with drag-and-drop signature and text fields. Drag over as many signature spots as you need, and click on the name listed above any of them to define the required signer (which can be you).
6. Complete the thread. Create the thread via the option at the bottom-right when you’re done, and the request will be ready to go. If you’re the one doing the signing, you can proceed directly to signing. If there’s another recipient, they’ll receive an email notifying them, but you can also nudge them through GetBusy (or contact them manually).
When you need to sign an online document being supplied from elsewhere, you’ll want the person responsible for providing the document to create a signature request and notify you of it.
Overall, the process of digitally signing your approval is extremely simple:
1. Select the signature request. The creation of the signature request will have triggered an automatic email to your address, and you may also have received a nudge. Follow the provided link. Alternatively, you can start from the GetBusy homepage and find the request in your assigned tasks once you’ve logged in.
2. Open your GetBusy account (or create one). Before you can provide an electronic signature through a GetBusy request, you’ll need an account. If you already have one, fill in your login details. If you don’t, create one and you’ll be able to proceed.
3. View the document. When you click on the signature request, you’ll see a timeline of actions taken, and the addition of the document will be there. Click on that link or click on the “Read & sign…” link above the timeline to open the document.
4. Choose your signature type. With the document open, you’ll see the signature field (or fields) assigned to you. There may also be text fields. You can quickly move between them using the links in the navigation bar on the left. If there’s required text, add it. Each signature field presents two options: draw a signature, or submit a simple text-based signature which will default to your full name. Use whichever approach you prefer.
5. Save and close the document. When you’ve added everything needed, you can click on “Save & finish” at the top left to exit the document. Your task is now finished. The signed document will be available with a further page of details added, listing a unique identifier for the signature, the IP address you connected from, and when it happened.
Note that digital signature of a PDF is all you’ll need, as all sensible companies now understand. Should you need to work with someone who doesn’t trust the security of a signed PDF document, remind them that a physical signature can be faked or unknowingly added to the wrong document. Trusting online security is actually a notable step up.
Want to find out more about Getbusy’s digital signature app? GetBusy offers a 14 day free trial, giving unrestricted access to GetBusy’s full suite of digital tools. Or, book a demo if you’d like to speak to one of our consultants for further information.