Send Documents

How do I send a SelfieSign document?


First, log in to your SelfieSign account if you have not already done so.

Step 1: Upload Your Document
In your SelfieSign Home view, click New Document. Next, click Open File to upload a document from your computer, or drag and drop the file.

Step 2: Add Your Recipients
In the Recipient field, enter the recipient’s e-mail address. Step 3: Add Signing Fields
To assign a signature or other field to each recipient, click and drag a field from the right Fields Panel and place it on the document. Then, click Setting Done in the top Navigation Bar.
Step 4: Add Document Name
Keep or change the default document name, and click SEND.    




What types of document formats can I upload?


SelfieSign currently only supports .pdf file format. We are working on to support file formats, such as .doc, .txt, .jpg and .ppt in the future.    




How do I place fields on a document?


First, add a new document and recipients as usual, and then click Confirm.
Next, from the Fields Panel on the right, click and drag a control item (aka field) to add it to the document.    




What types of fields can I place on the document?


In the Add Fields view, from the right Fields Panel, you can add these fields: Signature, Text, Date, Picture, Checkbox, Radio Button and Dropdown List to a document.  




How do I make fields mandatory in a document?


In the Add Fields view, click the field you want to make mandatory, and then check the “Required” option in the right Fields Panel.

     




Can I add my own custom fields in a document?


It is currently not possible to add your own fields to a document.
For whichever plan you choose, we offer a variety of fields, including signature, date, text, checkboxes, radio buttons and dropdown lists, for you to request signature and information from each recipient.
Feel free to contact us at support@sefliesign.co to request more fields.
   




How do I add recipients to the document I’m sending?


Step 1: In the Add Document view, enter the e-mail address of your recipients   Step 2: To add more recipients, click "New Signer”
Step 3 (Optional): To add more recipients from your Contacts, click SELECT CONTACTS    




Can I bulk add a list of contacts as recipients?


We currently do not let users bulk add a recipient list. This is a feature we will implement in the future.
For now, you can add your recipients as contacts in the “My Contacts” view of your SelfieSign account to help you speed up future document sending.
   




How many signatures can I add in a document?


You can add 2 signtures in a document if you’re using the Free plan.
Once you purchase a subscription plan, you can add up to16 signatures per document.
If you have a special request for more recipients, contact us at sales@sefliesign.co.
   




How many documents can I send?


In SelfieSign, the maximum number of documents you can send in each subscription plan is:   If you need more quota, feel free to contact us at sales@selfiesign.co.    




How do I change the signing order of recipients?


If you’re sending your document to more than one recipient, you can choose to set a signing order.

Step 1: In the Add Document view, add your recipients

Step 2: Change the signing order of each recipient by clicking its ”Sequence” button   Note: By default, the signing order is the order in which you added the recipients.    




How do I add CCs in a document?


We currently do not let you send someone a copy of a document, but this feature will be available in the future.    




Can I cancel a document I’ve sent for signing?


You can void a document you’ve sent.
In the “Manage Documents” view, select “Void Document” under Action of the document you want to void.

Note: You need recipients’ approval first before voiding the document if they’ve already signed it.    




Can I change the signers of a sent document?


When you’ve sent a document, it is not available for editing.
If you found you’ve made a mistake, you can always void the document and send a new one.
   





我要如何寄送SelfieSign文件?


首先,若您尚未登入SelfieSign,先登入您的帳戶。

步驟1:上傳您的文件
在您登入SelfieSign後的首頁,點選「新增文件」,然後點選「選擇檔案」上傳您電腦的文件,或是直接拖曳該文件檔案。
 
  步驟2:新增收件人
在收件人的欄位,填寫該收寄人的電子郵件地址。
    步驟3:新增簽署欄位
點選位於右側的任何欄位,將其拖曳至左方的文件上,完成後,點選上方的「設定完成」。     步驟4:更改文件名稱
保留或更改預設的文件名稱後,點選「寄出」按鈕。      




我可以寄送什麼格式的文件?


SelfieSign目前僅支援.pdf文件格式。
我們未來將支援例如.doc, .txt, .jpg, .ppt等檔案格式。
   




我要如何在文件增加欄位?


首先,新增一個文件及收件人,並點選「確認」按鈕。     接下來,從右側的欄位,點選任一欄位,將其拖曳至左方的文件上。        




我可以增加什麼樣的欄位?


在新增欄位的頁面,您可增加以下區塊(欄位):簽名、文字、日期、圖片、複選框、單選框,以及下拉選單。    




我要如何設定必填欄位?


在新增欄位的頁面,點選您想要設為必填的欄位,再勾選右側該欄位旁的"必填"選項。

   




我可以自定義欄位嗎?


您目前無法在文件上新增您自己的欄位。
不論您選擇的是哪一種方案,我們都會提供各種欄位,包括簽名、日期、文字、核取方塊、選項按鈕及下拉選單,讓您向每位收件人要求簽名與填寫資訊。
若您有其他欄位的需求,請透過 support@sefliesign.co 與我們聯絡。
   




我要如何新增文件的收件人?


步驟1:在「新增文件」的頁面,輸入您第一位收件人的電子信箱
 
  步驟2:若您要新增更多收件人,點選"新增簽署者"按鈕     步驟3:您可點選"聯絡人清單",直接從聯絡人中點選收件人       




我可以批量新增聯絡人為收件人嗎?


我們尚未允許使用者批量新增收件人,但未來我們會增加該功能。
您目前可在「我的聯絡人」的頁面,將收件人新增為聯絡人,以加快寄送文件的速度。
    




每份文件可以有多少個簽名?


如果您使用的是免費方案,每份文件您可以增加2個簽名欄位。
您購買了訂閱方案後,每份文件您可增加至16個簽名欄位。
如果您有特殊的需求,請透過 sales@sefliesign.co 與我們聯絡。
   




我可以寄送多少份文件?


根據您所選擇的SelfieSign方案,您每個月最多可寄送的文件是:
 
如果您需要寄送更多文件,請透過 sales@selfiesign.co 與我們聯絡。    




我要如何更改收件人的簽署順序?


若您要將文件寄給一名以上的收件人,您可設定收件人的簽署順序。
 
步驟1:在「新增文件」的頁面,增加您的收件人
 
  步驟2:點選每位收件人旁的"簽署順序"按鈕
   
備註:每位收件人的簽署順序為您新增收件人的順序。    




我要如何寄送文件副本?


我們目前不允許您寄送文件副本(CC)給他人,但未來我們會增加此項功能。    




文件若已寄送,我可以取消嗎?


您可隨時作廢已寄出的文件。
注意若您的收件人若已簽署該文件,您需先取得他們的同意,才可作廢文件。
 
    




文件若已寄送,我可以更換簽署人嗎?


當您已寄出一份文件,該文件將無法編輯。
若您發現文件中有錯誤,您可隨時作廢該文件,再重新寄出。