Help

Getting started

1. 1

   Try the sample document

   New accounts start with "Sample - try signing me.pdf". Open it, press Start and sign it. It takes a minute and nobody else receives it.

2. 2

   Choose what you want to do

   The Documents page starts with three choices: Just me, Send for signature and Use a template. Click one to choose a file, or drop the file on it. PDF and Word (.docx) both work; Word files become PDF.

3. 3

   Just me: sign your own file

   Pick Just me and choose the file. Scriptia adds your signature, name and date at the end of the document and opens it for you to sign.

   • Press Start: it takes you to each field in turn.
   • Press Complete. The signed PDF is ready to download a few seconds later, and you also get it by email.
4. 4

   Send for signature: add the people

   Pick Send for signature and choose the file. Then type the email and name of each person who signs. Scriptia suggests people you have sent to before.

   • Add Myself puts you on the list if you sign too.
   • Use the pen icon next to a person to change their role: Signer, Approver, Viewer, Assistant or CC (gets a copy only).
   • People need to sign one after the other? Click More options and turn on Enable signing order.
   • Signers do not need a Scriptia account.
5. 5

   Check where they sign (optional)

   Each signer gets a signature, name and date at the end of the document automatically. Click Check where they sign to see them, drag them somewhere else, or add more fields such as Text or Checkbox.

   • Tip: write tags such as {{signature, r1}} in your Word file and the fields land exactly there. See "How do I place fields automatically?" below.
6. 6

   Send

   Click Send, add a message if you like, and click Send again. Each person receives an email with their own link.

   • If someone has no signature field yet, click Add them for me.
   • Change subject or reply-to address is under the message box.
   • Reminders go out automatically to anyone who has not signed yet.
7. 7

   Follow progress

   Use the tabs on the Documents page: To sign (waiting for you), Waiting for others, Completed, Drafts and All. Open a document to see who has opened or signed it.

   • Resend sends the email again to someone who lost it.
8. 8

   Download the signed PDF

   When everyone has signed, the document moves to Completed and everyone receives the final PDF by email. You can also click Download on the document.

   • The PDF is sealed and time-stamped. Any change after signing breaks the seal.
   • The last page is the Certificate of Completion: signers, times, IP addresses and the document fingerprint (SHA-256).
9. 9

   Reuse a document as a template

   For documents you send often, go to Templates, upload the file and set up placeholders (Recipient 1, Recipient 2…) and their fields once. Next time, choose Use a template on the Documents page.

   • Click Use, fill in the real names and emails, and a new document is created, ready to send.
   • Bulk Send via CSV creates one document per row of a spreadsheet, up to 100 rows.
   • Create Direct Link gives a link (or QR code) anyone can open to sign straight away.
10. 10

    Add your logo and colours

    Go to Settings → Branding to upload your logo, choose a brand colour and add your company details. Signers see them on the signing page and in emails.