Send signature requests & sign documents with eSignature

Important: This is available to certain eligible users.

1. Open the eSignature side panel.
   • If you start from PDF files in Google Drive:
     1. On your computer, go to drive.google.com.
     2. Upload a new PDF file or find an existing one that you want to use.
     3. Open the PDF file in viewing mode.
     4. At the top right, click Menu eSignature.
   • If you start from Google Docs:
     1. On your computer, go to drive.google.com.
     2. Create a new Google Doc or open an existing one.
     3. At the top, click Tools eSignature.
2. If you have multiple signers, under “Insert fields for,” select the specific signer you want to insert an eSignature field for.
   • To update the list of available signers in the dropdown, select Manage signers. It’ll open the Manage signers dialog.
   • In the Manage signers dialog, you can add up to 10 signers and assign labels for each signer to identify the signers in the document.
3. Drag one or more of the following fields to add to your document:
   • Signature
   • Initials
   • Name
   • Text field
   • Date signed
4. To find who the field is assigned to, click the field.
   • To update signer assignment for the field, use the Assigned to dropdown in the popup.
   • To update the list of signers in the Google Doc and open the same dialog as above, in the dropdown, click Manage signers.
   • When you select a ”Text Field,” you can add a description and select the font size in the popup.
     • The description informs signers what you expect in this field, like “Job title” or “Email address.”
     • The font size you set becomes the font size of the value the signer enters for this text field.
5. To add all signers and eSignature fields for signers in the document, repeat the steps.

Tips:

• You can add a maximum of 200 fields of any type per document.
• You can add up to 10 signers to an eSignature request.
• When you close the PDF file with eSignature fields, the fields won't be saved. If you want to save eSignature fields and use them as a template, start the eSignature request on a Google Doc.
• For a signer in the document, the signer label is just a placeholder identifier and isn't part of the signing PDF that’s generated later.
• There's no requirement to use signer's email addresses as signer labels at this point since no emails are sent yet. That happens later in the "Send an eSignature request” section below where the placeholder labels for signers are mapped to actual email addresses.
• To differentiate fields assigned to different signers easily, each signer in the document is assigned a unique color. All fields assigned to the same signer are displayed in the same color.

1. After you add all appropriate fields, on the right, click Request signature.
   • Collaborators that own or have edit access to the document can find this button. Otherwise, this button won't be available.
2. Enter a title for the generated PDF file.
3. Enter the email address for each signer.
   • You can also add a message that'll be sent to the signers in the eSignature request email.
4. You can select the audit trail locale in the request dialog. This value determines the locale in which the audit trail generates at the end.
5. Review and accept Terms of Service if shown in the request dialog.
6. Click Request signature.
   • After the eSignature request is successfully created:
     • From the document, a PDF file is generated and shared with the signers with view access. You can find the generated file in your My Drive.
     • An email notification is sent to the signers with a link to the document.

Tips:

• After you click Request signature, the PDF file locks to avoid any changes before the signers can fulfill the eSignature request. The file used to create the signature request remains unlocked and isn't automatically shared with the signers as part of the eSignature request.
• To check the progress of an eSignature request:
  • Open the respective PDF file in Drive or through the link in the email notification.
  • To open the right side panel and view eSignature details, at the top right of the PDF, click View details.

To save a PDF file with eSignature fields as a template, at the top right, click Save changes. For future use, Google Docs saves the eSignature fields automatically.

1. Open the email account that the eSignature request was sent to.
2. Open the email notification.
3. Click the embedded link.
   • If you open the PDF file directly from Drive, to sign the document, click Sign.
4. Your document may contain text fields for you to fill out, such as “Job Title” or “Email”. If so, click and complete these fields.
5. Click and complete any colored fields, which indicate that those fields are yours to sign.
   • A dialog appears prompting you to enter your full name and initials. This generates an electronic signature for your use. Click Adopt and sign.
     • Tip: If there are multiple instances of those fields, you can reuse this information throughout the document.
   • Fields assigned to other signers who haven’t signed yet are grayed out.
   • Signature values provided by other signers who have already signed are in the PDF.
6. After you complete all required signature fields, at the top of the page, click Mark Complete.
   • After you click "Mark Complete," you get a notice in the dialog that shows:
     • The exact email value being recorded for you that is viewable by others with access to the eSignature PDFs after you click to proceed.
     • In the case where you have multiple emails on your Google Account, the email that the requester had entered for you in the request dialog is used.
7. Review and accept the Terms of Service.
8. Click Agree & Continue.

Tips:

• If you're the only signer: You and the requester get an email that the request is complete.
• If the request has multiple signers: The request isn’t complete until all signers sign, at which point all signers and the requester get an email that the request is complete.

1. On a computer, open the email account that the eSignature request was sent to.
2. Open the email notification.
3. Click the embedded link.
4. Click Reject.
   • Optional: Provide a reason for the rejection.
5. Click Reject.
   • The requester receives an email that the request was rejected.

1. On a computer, open the email account that the eSignature request was sent to.
2. Open the email notification.
3. Click the embedded link.
4. Click View details.

After the eSignature request is complete, a final document copy or a link to the final document is sent to all signers and requestor's email inboxes, and a final document copy is saved in every party’s Drive. 

If you can't find the final document:

• Check your spam folder.
• Reach out to other parties involved in the eSignature request to obtain a copy.
• Send feedback about Gmail or Contact Google Drive support.
• To make sure you can receive future eSignature documents:
  • If you have a Google Drive account, check your Drive settings so that you can store new content.
• Check your email settings so that you can receive emails from esignature-noreply@google.com.

You can select the audit trail locale in the request dialog. This value determines the locale in which the audit trail generates at the end.

Tip: After all signers sign the document, a final .pdf is generated. The end of the .pdf contains an audit trail page. The page is generated in the locale the requester selected when they start the eSignature request. This page contains a log of various events that occurred during the eSignature request lifecycle with timestamps, such as:

• eSignature requested
• eSignature signed
• eSignature completion
• Identifying information for the requester and signers such as their email and name