HELP
Send
Setting sequence for signing
To set Parallel sequence:
When creating a document in the “Add recipients” section “Parallel” is selected as default. Since in this sequence there is not particular order in which the recipients need to sign, the documents will be sent to all recipients immediately.
When creating a document in the “Add recipients” section select “Mixed”. You can add recipients using the form, and each group will be assigned a sequence number which you can see next to each group . To add a new group click “Add Group”. You can rearrange the sequence of group by dragging.
Create a document for signing
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Adding Recipients -
Uploading Document -
Preparing Document -
Entering Title and other details
First step of the process is to choose the sequence (parallel, serial or mixed) in which the recipients should sign, and adding recipients to whom the document needs to be sent for signing. To do this
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See Setting sequence for signing article to know more about sequence. -
To add recipients simply enter the name of the recipient and their email address and hit ‘Enter’ or click on the + button. New recipients are saved in the contacts, and can be chosen from the context dropdown when you type their name next time.
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To upload a document -
click on ‘Choose files’ from the ‘Upload Document’ section, and you will get a popup for adding files that you would like to upload. On the left side bar you can see various sources (My Device, Google Drive, URL, Dropbox, Box…) from which you can upload a document. -
Choose file(s) from your source and click ‘Upload’. -
The uploaded file(s) will be listed now on the “Upload Documents” section. If you have added multiple files you will be able to drag and rearrange the order in which they will appear for the recipients.
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To use a template refer “Create and use template” article.
After uploading document(s), we need to prepare the document(s) by adding fields required to be filled by the recipients. To do this.
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To add the fields drag and drop the fields from the left sidebar to the position in the page where you need to add the field. When you drop the field, a popup is opened where you will be able to
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Choose the recipient to whom the field will be assigned to.
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Change the font size of the field.
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Choose if the particular field is mandatory or not.
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Enter title for the field
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Enter choices that the recipient can choose from (For checkbox, radio button and dropdown field)
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Click on the ‘Prepare’ button in the ‘Prepare Document’ section.
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This will take you to the page where you can add fields to the document(s). On this page there will be a sidebar with fields you can drag and drop into the document. Next to the sidebar the pages of the document is listed and above each document the file name of the document is displayed.
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You can drag the fields to any position by using the alignment icon on the top left of the field, edit the field attributes by clicking the edit icon, or delete the field by clicking the delete icon.
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After you have set all the required fields click on ‘Save’ or ‘Save & Close’.
Next step is to enter title and other details for the document
Title for the document which will be saved displayed on the emails sent to recipient.
Set the date until which the document is valid. For more info see “Expiry for documents’
Optional message for the recipients which will be sent along with the email to them.
Create and use templates
HappyToSign offers a feature to create your own templates of documents which you would like to repeatedly use. You can create templates and insert fields that are variable and fill only those variable fields when you use them, hence saving a lot of time and effort.
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Goto “My templates” from the menu which opens by clicking your avatar on the top left of the navigation bar. -
On the side bar of this page you will see a “Create Template” button. Click on it. -
Enter a name for the template, choose category, add tags, description and then choose the visibility of the template Private – only you can use the template, Public – Visible to public (subject to approval of HappyToSign administrators) Public templates can be free or premium. -
Then click next. -
You will be taken to a word editor where you can type / paste the content of the template. Various formatting options are available for use. -
To insert variable fields bring your cursor to the position where the field is to be inserted and click on the “Insert fields” button on toolbar and you get a popup where you need to enter -
The Field name -
Caption of the field (This will be used in the form for fill the template while using it) -
Type of field
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To save the changes on the template click on ‘Save’. If the template is a ‘Public’ template and you wish to submit it for review click on the button ‘Submit for approval’
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Click ‘Use template’ from the ‘Send document’ page. -
On the popup there are three tabs -
My templates -
Templates you have created.
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Favorites -
Templates you have marked as favorite
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Purchased -
Templates you purchased from the marketplace.
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Hover over the template you would like to use, and click on “View” -
On the view page you can preview the template. To insert this template click on “Insert” -
Click on close to return back to the document. -
If there are fields to be filled in the inserted document there will be a ‘Fill’ button next to the template you have inserted. -
Click on ‘Fill’ and fill the fields and click ‘Submit’. -
Click ‘Prepare’ to view the rendered document.
Collecting payments from signatories
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Click on “Send document” button on the right side of the navigation bar to create a document. For more info about how to create a document for signing go to " Create a document for signing " -
Add recipients to whom you would like to send the document to. -
On the list of recipients you will see a “$” sign. Click on the sign to open a popup where you will see a field to enter the amount to be collected from the recipients. -
Be sure to read and understand the transaction fees that will be deducted from the amount received.
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Enter the amount you wish to collect and click the tick button. You can change the amount by clicking on the amount again. -
If you are requesting to collect payments for the first time, then while sending the document, you will get a popup where you are required to enter your Business information and Bank account details to which the payment received from the signatories will be transferred to.

Expiry for documents
Common
use case: A proposal which has a valid until date.
Mobile authentication for document
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Click on the ‘lock’ icon next to the recipient you have added when creating a document. -
A mobile number field will appear next to the recipient where you need to enter the mobile number on which the 4 digit access code should be sent. -
When the recipients open the document for signing from their email, they will be prompted to enter the 4 digit code without which they won’t be able to see the document.
Setting permissions for recipients
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click on the key icon next to the added recipient. -
in the dropdown you will see three choices View, Sign and Approve. -
View will be always checked as all documents sent to the recipients are viewable. -
Sign will be checked only if you have added fields to be filled by the particular recipient. -
Even if the recipient doesn’t have any fields to be filled, he/she can be assigned to approve the document by choosing “Approve” as the permission
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Buy templates from marketplace
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When creating a document, you can click “Use template” button in the “Upload document” section -
A popup opens and you can see a button “Shop” on the left sidebar of the popup. Click on it -
You will be taken to the market place, you can view all the templates available for purchase here. -
Templates can be filtered by Category, Free / Premium, Price wise, and also you can search using keywords. -
Clicking on the template will open the template, and you can view the content of the template. -
You can click on “Buy Now” or “Add to Cart” (if you need to buy more templates). -
To checkout click on the cart icon -
Enter your billing and payment info and make the payment. -
After purchase the template will be available in the “Purchased” section of the tab mentioned in step #2.
Sell templates in marketplace.
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While creating a template (refer “Create and use templates“) choose “Visibility” as “Public” -
Then choose from “Premium” -
Then enter the price you wish to charge for the template. HappyToSign takes a percentage of the sale value as service charge, the percentage and the amount you will receive will be displayed to you when you enter the price for the template. -
Click “Next” -
If you haven’t already saved a bank account for receiving payments, you will be prompted to enter your business information and bank account details when you click “Next”
Canceling a document
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Goto “My Documents” by clicking the link on the menu which appears on clicking your avatar on the top right of the navigation bar. -
Click on “Waiting for others” tab. -
From the list of documents click on the down arrow against the document you want to cancel. -
You will be presented with dropdown menu. Click on “Cancel” from the dropdown menu -
You will be prompted to enter the reason for cancellation so that all recipients are notified by email about it.

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Goto the “Canceled” tab -
Click the button “Copy” again the document you want to clone. -
You will be prompted to confirm if you want to clone the document. Click “Yes” -
You will be taken to the new document where you can edit it.
Sign
Getting copy of signed document
Signing a document
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If the sender requires you to make payment on signing the document you will see a message “You are required to pay $31 after signing of this document”. See “Making payment on signing” for more info -
If the sender has set an expiry for the document you will see a message “You are required to sign the document before MM.DD.YY”
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Fill the fields -
After filling, Click the “Finish” button. If you are required to make a payment, then the button will read “Finish & Pay $XX.XX” -
If you haven’t filled the required fields, the fields will be highlighted in red, and the page will automatically scroll to bring that field into the view. -
If you are logged in and signatures are available, if you click on the “Signature” field, it will show you a dropdown of signatures to be selected. See “Sign All at once” for more info. -
Once all the signatories have completed signing you will receive an email with the completed/signed document in PDF format.
Saving signatures for reuse
On the left hand panel, below the avatar you can find two boxes, which says ‘Sign here’ & ‘Intial here’. You can click onthe required box, to launch a popup where you can draw your signature/initial using your mouse, or upload an image of your signature/initial from your computer.
You can also do the above(#1) from your profile page also, which you can goto from the menu that appears on clicking your avatar on the the top right of the navigation bar.
Sign all at once
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After you receive the document by email, open the document, click on the signature placeholder. -
On clicking the signature placeholder, if you have saved a signature already, you will be presented with a dropdown menu to choose the signature that needs to used. -
On hovering over the signature on the dropdown you will be given two options “Use here” & “Sign all” -
If you choose “Sign all” all the fields which requires your signature will be signed with the signature you chose from the dropdown.
Making payment on signing
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When you receive an email requesting signature for document, if it requires you to make a payment on signing, you will see a message “You are required to pay $X after signing of this document.” -
Click on “Sign Document” button on the email. -
Fill out the required fields -
Click on “Finish and Pay $X.XX” -
You will get a popup asking for your payment information. -
You can pay by credit card or your bank account. Bank accounts requires to be verified, and it usually takes 2-3 working days for the same. To see how to add/manage payment options and verify bank accounts check "Managing payment modes" -
After entering the payment information click on “Pay $X.XX” on the popup. If the information is correct the payment will be processed and transferred to the sender of the document.
Manage
Tracking documents sent for signing
Branding
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Title of the web app, which is displayed on the browser -
Theme color of the web app -
Theme fonts -
Sub domain – custom subdomain yourcompany.happytosign.com can be assigned to the app. -
Custom Domain – your own custom domain/subdomain can be pointed to the app. -
Email footers -
Web app footers
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Goto “Profile” from the menu which opens by clicking your avatar on the top left of the navigation bar. -
Goto the tab “White Label”. -
You will be presented with available customization options.
Viewing activity logs of a document
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Goto “My documents” from the menu which opens on clicking your avatar on the top left of the navigation bar. -
You can now view all the documents you have ever created. Choose the document for which you need to see the log. -
Click on the sub tab “Activities” and you will be able to see the log of all the activities on your document.
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When document is created -
When document is modified -
When user signs -
When user declines -
When document expires -
When document is cancelled
Collaboration with users
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Goto your profile by clicking the “Profile” link on the menu which appears on clicking your avatar on the top right of the navigation bar. -
Goto the “Settings” Tab. -
On the settings tab you will find a section called “Access Control” -
Click on the “Invite” button and you will be presented with a popup to enter the name and email address of the users you wish to invite for collaboration. -
You can also choose the permissions “read” or “edit” based on which the invited user’s interactions will be limited. -
Once you have entered, click on “Invite” in the popup. -
Invitations to collaborate will be emailed to the users. -
Once the users click on the link to collaborate in the email they receive they will be taken to the app where they need to accept the invite to view / edit your documents.
Upgrading / Downgrading membership
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To goto the profile page click on the avatar on the top right of the navigation bar and click on “Profile”. -
Click on the “Membership & Billing” tab and then you can click on “Change subscription plan” to upgrade or downgrade your subscription.
Managing notifications
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Goto your profile from the menu that appears on clicking your avatar on the top right of navigation bar. -
Goto the “Settings” tab. -
You will find the “Notifications” section where you can check or uncheck the notifications that you wish to receive.
Managing payment modes
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Subscribing to premium memberships. -
Buying premium templates from marketplace. -
Requested by a sender as a payment associated with signing a document.
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Credit Cards -
Bank Transfer

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Goto your profile from the menu which appears on clicking the avatar on the top right of the navigation bar. -
Open the tab “Payment Information”. -
You can see two sub tabs “For payments” & “For Receipts”. Open “For Receipts” to add a new payment method. -
Click on add payment method. -
You can choose to add “Credit Card” or “Bank Account”.
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We will send 2 micro deposits to the account you have added within 2-3 working days. -
After receiving the micro deposits you needs to come back to the payment information page and click on the “Verify” button against the bank account you have entered and enter the values of these two micro deposits and submit the form. -
If the amount of micro deposits match to the values you received on your account the bank account will be verified
Deleting account
Changing password
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Click on the avatar image on the top right of your navigation -
Choose profile -
On the profile page click on the tab “Privacy & Security” -
Click on “Click here to Change password” -
Enter your current password once, and the new password you wish to set twice -
Click on “Change password” and you are done