Talking Tree.

E-signature walkthrough

Sign a document with Talking Tree

Review a document, create your digital signature, and complete the signing process.

Steps
10
Time
6 min
Format
Visual guide

How to Sign a Document with Talking Tree

Open the signing link sent to your email. The Document Signature Required page loads, showing the document and the fields you need to complete.

Document Signature Required page

2. Enter Your Attestation Name

Type your full name into the Attestation Name field to attest to the document. This name must correspond to the email address the document was sent to.

Entering the attestation name

3. Agree to the Terms

Check the box confirming that you agree the document will be digitally signed and that you acknowledge the legal implications of your electronic signature.

Agreeing to the electronic signature terms

4. Review the Document

Scroll through the document displayed below the signing panel to review its full contents before signing.

Reviewing the document contents

5. Open the Signature Editor

Click Edit Signatures to open the Create Your Signature dialog and customize your signature.

Opening the signature editor

6. Draw Your Signature

Select Draw as the signature type and draw your signature in the input box using your mouse or trackpad.

Drawing the signature

7. Confirm the Signature

Click Save to store the drawn signature, then click Done to close the dialog and return to the document.

Confirming and saving the signature

8. Apply the Signature to the Field

Scroll to the Employee Signature field in the document and click it to insert your saved signature.

Applying the signature to the document field

9. Sign the Document

With all fields complete, click Sign Document to submit your signature.

Clicking Sign Document

10. Confirm Successful Signing

The confirmation screen displays Document Signed Successfully, indicating your digital signature has been recorded.

Document signed successfully confirmation

The signer has completed the document by entering their attestation details, applying a digital signature, and submitting it for recording.

Guide complete

You’re ready to put this workflow into practice.