Sign quickstart

You need a Tyms account and a PDF or Word document to send. To try it safely, send it to yourself first.

1. Switch Sign on

Go to sign.tyms.ai and sign in. If Sign isn’t on for your workspace, an owner or admin switches it on there, for free. You land in your workspace’s Sign, at your-team.sign.tyms.ai.

2. Start an envelope

Open Envelopes and choose New envelope. The envelope goes through four steps: Documents, Recipients, Fields and Review and send.

• Documents: upload a PDF or Word file. A Word file becomes a PDF; check its pages look right.
• Recipients: add each person with their name and email, choose what they do (sign, approve or receive a copy) and their step. People in step 1 get it first; step 2 when step 1 has finished.

3. Place the fields

On Fields, pick a person, then drag a field onto the page: signature, initials, name, date signed, text or checkbox. Each person’s fields have their own colour. Use Initial every page for an initials box on each page, and type the value of any field you fill yourself.

4. Send

On Review and send, check the subject and message and how many days people have to sign. Choose Send me a test to try the signer’s view yourself first (a test is never charged), or Send to send it.

5. Sign

Each signer gets an email with a link. They enter the code emailed to them, agree to sign electronically, choose Start, and Next takes them through their fields. Finish completes their part; the next step is emailed automatically.

6. Get the sealed copy

When the last person finishes, everyone gets the sealed PDF with its certificate by email. On the envelope’s page you can download it, download the documents without the certificate, or check a copy at /verify.

Next

• Save the document as a template so next time you only name the people.
• Ask your assistant to send and chase envelopes: Sign in your assistant.