Self-Signing A Document

Signing a document with your signature and sending it out to recipients is a simple exercise that can be accomplished in 2 steps. You should login to your DocEndorse account and head over to the "hub" page and select the self-sign workflow. If that is not visible on the hub page you should use the menu button at the top right side of the page to open a pop-over. Inside this pop-over you should click the button to initiate the self-sign workflow.

When in the self-sign workflow you upload or select the documents you want to sign in the first step. You then move to the final step in the process, which is where you select each document and edit them to your liking. After editing and saving a document, you click close to close our editor and our platform will finalise the edits and modify the document to your specifications. You can then use the options menu for each processed document to share it, upload it to a cloud server, download the document among other things.

If you are on a third party chat platform such as such as Microsoft Teams, Copilot or Slack, you can ask our AI assistant to help you with process and it will start the process for you. It is important to note that you must login on the third party chat platform before our e-sign assistant is able to carry out actions for you.