SignRequest

Demo Summary

This video shows how to use Sign Requests on Dimmo, a tool for easy document signing. First, you create a free Dimmo account. Next, you upload a document and add signature, text, checkbox, and date spots. You learn to add contacts, set who signs first, and pick security options like text messages or passwords. Then you send the document, sign it yourself by typing, drawing, or uploading a signature, and get the final signed file by email. You also see how to use templates, pick a plan, and set up teams.

AI-Detected Features

Introduction to Sign RequestsMarques welcomes viewers and explains that the video will show how to use Sign Requests to sign documents easily.

Creating a Free AccountHow to log out, click “Get Started,” choose the free forever trial, and enter your email and password to register.

Activating Your Account and Finding the DashboardInstructions to activate your account via email and switch between the old and new interface designs in the top menu.

Uploading Documents and Adding SignersNavigate to “My Documents,” click “Add Documents to Sign,” upload your file, and add yourself or other contacts as signers.

Configuring Authorization and SecuritySet signing order, enable text message verification, require passwords or attachments to secure the signing process.

Placing Signature Fields and InputsLearn how to add signature fields, text boxes, checkboxes, and date fields to your document and adjust their size and position.

Signing, Sending, and FinalizingAdd a custom message, choose or draw your signature, send the document, then finalize and receive a success notification.

Exploring Account SettingsOverview of the top-right menu: view documents, create templates, review billing plans, manage signature styles, teams, and users.

Email Notification and Review WorkflowSee how sign requests arrive via email, complete the signature from your inbox, and open the final signed document.

Final Tips and GoodbyeMarques invites questions in the comments, offers further help, thanks viewers, and ends the video.

SignRequest

SignRequest is a user-friendly electronic signature platform that enables businesses to sign, send, and manage digital documents securely and efficiently.Learn more about SignRequest

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