How to view your letterhead on a document

To see what your letterhead will look like on a form in Signmee, simply click on ‘Business templates’ tab in your Signmee library, choose a template click copy button.

Figure 7 Business Template Library - Copy a template

Your copy will open in the Signmee form editor for you to modify. Your ‘default’ letterhead will be visible at the top of the new form. To switch between letterheads, simply click on the pencil icon and select a new letterhead from the dropdown list (NOTE: alternative options only available if you have created more than one letterhead).

Figure 8 Signmee Form Editor - Click on the pencil icons to edit

1 – Edit your form and send to contacts

Signmee forms/documents are made up of 4 different components:

Content/body of the document

Response form (Optional)

Schedule (Optional)

Payments and charges (Optional)

1.1 - Content/body of the document

The Signmee editor has a panel on the left with all the content types you can add to your form. The green buttons are all related to the body of your form, the content section. In this section you can add text, addresses with maps, images, dates with calendaring, attachments. Simply click on the desired content type, add the necessary text and click ‘save and close’ to view the new content.

Figure 9 Signmee Editor - Add different types of content to your form

1.2 – Response form fields

The orange buttons in the editor panel are all related to the response form fields. These buttons are used to add response fields to be filled by the form recipient/s. You can ask your recipients for:

text responses

yes/no responses

selection list response (from dropdown lists, radio buttons and check boxes)

file uploads (attach documents when filling the form)

addresses from the picker, and click a consent checkbox

Response fields can be set to ‘optional’ or ‘mandatory’.

NOTE: Each field you add becomes a column in a data report (for more information on Signmee reports view ‘Signmee – Getting started: Tracking and Reporting’ in the Maestrano Knowledge Base.

Figure 10 Signmee Editor - Add form fields to your form

1.3 – Schedule/roster

A schedule can be created and added to a form, allowing receivers to book themselves in to a time slot. E.g. Volunteers to work on a stall at an event, interview schedule for staff

Add tasks, time slots and dates. 

When the time slots are selected, they will no longer be available.

For an example of an interview schedule check out:https://meesys.uservoice.com/knowledgebase/articles/465208-create-a-parent-teacher-interview-schedule-beta 

1.4 Payments and charges 

Signmee is fully integrated with PayPal, Braintree, BPAY and POLi. You can add your merchant account credentials into your Signmee account settings to start receiving payments.

Figure 11 Account Settings – Add PayPal Merchant information to enable online payments within Signmee

The payment form builder allows you to add a description of your payment, price, tax, quantity range and payment options.

Figure 12 Signmee Editor - Add payment form and edit/add items and charges and payment options

Figure 13 Preview - Payments section of the form

1.5 – Send to contacts

Once your form is complete, you can publish and distribute to your contacts for response.

Click on ‘Save / Send’ button and select ‘Save as final’.

Click ‘distribute’ and complete the distribution details – who you are sending to, deadline to sign…etc.

Once you have added the recipients from your contacts to the distribution list, you can click ‘Distribute’. Your recipients will receive an email alert advising they have a form to sign. They will be given a link to their form, which will open in their personal Signmee inbox. (If they don’t have an inbox, they will be prompted to create one in a few simple steps).

Figure 14 Distribute form to 1 or more contacts