HELP

Tracking documents sent for signing

Keeping track of the documents you have sent for signing is very crucial. You need to know if users have signed, if they declined to sign, has the document expired and several other attributes. For that on HappyToSign you have the My Documents section which gives you an overview of all the documents you have created and received.

Branding

Happy To Sign offers the feature to brand the app with your logo, custom colors, fonts and your own domain name. You will be able to transform Happy To Sign entirely to an app of your own. What aspects are customizable?

1. Title of the web app, which is displayed on the browser
2. Theme color of the web app
3. Theme fonts
4. Sub domain – custom subdomain yourcompany.happytosign.com can be assigned to the app.
5. Custom Domain – your own custom domain/subdomain can be pointed to the app.
6. Email footers
7. Web app footers

Viewing activity logs of a document

It’s important to keep track of the activity on a document that you have created. To view the logs of the document that you have created you need to

1. Goto “My documents” from the menu which opens on clicking your avatar on the top left of the navigation bar.
2. You can now view all the documents you have ever created. Choose the document for which you need to see the log.
3. Click on the sub tab “Activities” and you will be able to see the log of all the activities on your document.

Collaboration with users

Collaboration is one of the amazing feature on HappyToSign with which you can invite users to manage your documents for you. To invite users:

1. 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.
2. Goto the “Settings” Tab.
3. On the settings tab you will find a section called “Access Control”
4. 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.
5. You can also choose the permissions “read” or “edit” based on which the invited user’s interactions will be limited.
6. Once you have entered, click on “Invite” in the popup.
7. Invitations to collaborate will be emailed to the users.
8. 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

Upgrading for more premium features or downgrading from a higher plan can be done from the “Membership & Billing” tab in the profile page.

1. To goto the profile page click on the avatar on the top right of the navigation bar and click on “Profile”.
2. Click on the “Membership & Billing” tab and then you can click on “Change subscription plan” to upgrade or downgrade your subscription.

Managing notifications

Notifications can be helpful and at the same time distracting. HappyToSign provides you a way to manage notifications that you receive. To do that:-

1. Goto your profile from the menu that appears on clicking your avatar on the top right of navigation bar.
2. Goto the “Settings” tab.
3. You will find the “Notifications” section where you can check or uncheck the notifications that you wish to receive.

Managing payment modes

On HappyToSign platform payments are mainly done when:-

1. Subscribing to premium memberships.
2. Buying premium templates from marketplace.
3. Requested by a sender as a payment associated with signing a document.

In order make things easy, we have an option to save your payment methods for easy checkout instead of entering your payment information every time. HappyToSign accepts 2 methods of payments : –

1. Credit Cards
2. Bank Transfer

In general to add/manage a payment method you have to : –

1. Goto your profile from the menu which appears on clicking the avatar on the top right of the navigation bar.
2. Open the tab “Payment Information”.
3. You can see two sub tabs “For payments” & “For Receipts”. Open “For Receipts” to add a new payment method.
4. Click on add payment method.
5. You can choose to add “Credit Card” or “Bank Account”.

Credit cards will be added instantly, however bank accounts needs to be verified. When you first add a bank account it will be having an ‘Unverified’ status, and you can see a call to action button labelled “Verify”. Verification of bank accounts is done as follows

1. We will send 2 micro deposits to the account you have added within 2-3 working days.
2. 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.
3. If the amount of micro deposits match to the values you received on your account the bank account will be verified

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Deleting account

You can delete your account any time by going your profile by clicking on the avatar located at the top right of your navbar. In the profile page, you can find a tab “Privacy & Security”, in this tab you can find an option to “Delete your account”. Warning: Once deleted your account information cannot be recovered.

Changing password

It’s a very good practice to change your password occasionally. To do this on HappyToSign,

1. Click on the avatar image on the top right of your navigation
2. Choose profile
3. On the profile page click on the tab “Privacy & Security”
4. Click on “Click here to Change password”
5. Enter your current password once, and the new password you wish to set twice
6. Click on “Change password” and you are done

Getting copy of signed document

After signing a document you may need the copy of the document for your records. HappyToSign sends the copy of the signed document in PDF format as an email to all the signatories of the document when the document has been signed by all and marked complete.

Signing a document

When a sender requests your signature in a document you will receive an email which will have a “Sign document” button.

1. 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
2. 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”

Saving signatures for reuse

Unlike signing non-digital documents where you have to redo your sign on each and every document, with HappyToSign signing digital documents is pretty easy. One of the things that makes it easy is the ability to save signatures securely for reuse. You can do this from two places on the app 1. From the dashboard
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. 2. From profile page
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

Documents may have multiple places where you need to sign. If you wish to sign all at once, HappyToSign provides an easy way to it.

1. After you receive the document by email, open the document, click on the signature placeholder.
2. 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.
3. On hovering over the signature on the dropdown you will be given two options “Use here” & “Sign all”
4. 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

Senders can request for payments while you sign a document. Common use cases include Downpayment for a contract, collection of fees etc.

1. 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.”
2. Click on “Sign Document” button on the email.
3. Fill out the required fields
4. Click on “Finish and Pay $X.XX”
5. You will get a popup asking for your payment information.
6. 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"
7. 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.

Tracking documents sent for signing

Keeping track of the documents you have sent for signing is very crucial. You need to know if users have signed, if they declined to sign, has the document expired and several other attributes. For that on HappyToSign you have the My Documents section which gives you an overview of all the documents you have created and received.

Branding

Happy To Sign offers the feature to brand the app with your logo, custom colors, fonts and your own domain name. You will be able to transform Happy To Sign entirely to an app of your own. What aspects are customizable?

1. Title of the web app, which is displayed on the browser
2. Theme color of the web app
3. Theme fonts
4. Sub domain – custom subdomain yourcompany.happytosign.com can be assigned to the app.
5. Custom Domain – your own custom domain/subdomain can be pointed to the app.
6. Email footers
7. Web app footers

Viewing activity logs of a document

It’s important to keep track of the activity on a document that you have created. To view the logs of the document that you have created you need to

1. Goto “My documents” from the menu which opens on clicking your avatar on the top left of the navigation bar.
2. You can now view all the documents you have ever created. Choose the document for which you need to see the log.
3. Click on the sub tab “Activities” and you will be able to see the log of all the activities on your document.

Collaboration with users

Collaboration is one of the amazing feature on HappyToSign with which you can invite users to manage your documents for you. To invite users:

1. 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.
2. Goto the “Settings” Tab.
3. On the settings tab you will find a section called “Access Control”
4. 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.
5. You can also choose the permissions “read” or “edit” based on which the invited user’s interactions will be limited.
6. Once you have entered, click on “Invite” in the popup.
7. Invitations to collaborate will be emailed to the users.
8. 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

Upgrading for more premium features or downgrading from a higher plan can be done from the “Membership & Billing” tab in the profile page.

1. To goto the profile page click on the avatar on the top right of the navigation bar and click on “Profile”.
2. Click on the “Membership & Billing” tab and then you can click on “Change subscription plan” to upgrade or downgrade your subscription.

Managing notifications

Notifications can be helpful and at the same time distracting. HappyToSign provides you a way to manage notifications that you receive. To do that:-

1. Goto your profile from the menu that appears on clicking your avatar on the top right of navigation bar.
2. Goto the “Settings” tab.
3. You will find the “Notifications” section where you can check or uncheck the notifications that you wish to receive.

Managing payment modes

On HappyToSign platform payments are mainly done when:-

1. Subscribing to premium memberships.
2. Buying premium templates from marketplace.
3. Requested by a sender as a payment associated with signing a document.

In order make things easy, we have an option to save your payment methods for easy checkout instead of entering your payment information every time. HappyToSign accepts 2 methods of payments : –

1. Credit Cards
2. Bank Transfer

In general to add/manage a payment method you have to : –

1. Goto your profile from the menu which appears on clicking the avatar on the top right of the navigation bar.
2. Open the tab “Payment Information”.
3. You can see two sub tabs “For payments” & “For Receipts”. Open “For Receipts” to add a new payment method.
4. Click on add payment method.
5. You can choose to add “Credit Card” or “Bank Account”.

Credit cards will be added instantly, however bank accounts needs to be verified. When you first add a bank account it will be having an ‘Unverified’ status, and you can see a call to action button labelled “Verify”. Verification of bank accounts is done as follows

1. We will send 2 micro deposits to the account you have added within 2-3 working days.
2. 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.
3. If the amount of micro deposits match to the values you received on your account the bank account will be verified

---

Deleting account

You can delete your account any time by going your profile by clicking on the avatar located at the top right of your navbar. In the profile page, you can find a tab “Privacy & Security”, in this tab you can find an option to “Delete your account”. Warning: Once deleted your account information cannot be recovered.

Changing password

It’s a very good practice to change your password occasionally. To do this on HappyToSign,

1. Click on the avatar image on the top right of your navigation
2. Choose profile
3. On the profile page click on the tab “Privacy & Security”
4. Click on “Click here to Change password”
5. Enter your current password once, and the new password you wish to set twice
6. Click on “Change password” and you are done