Signing a Document

When a signer receives a signature request, they click the secure link in the email to open the signing page. The process is:

1. Review the Document — The signer can scroll through the entire document.
2. Complete Fields — The signer clicks on each highlighted field to fill it in. Signature and initial fields open a signing pad where they can draw, type, or upload their signature.
3. Submit — After completing all required fields, the signer clicks the finish button to submit their signatures.

Signers do not need a CloseRelay account to sign documents.

For enhanced security, the document sender can enable one-time password (OTP) email verification. When enabled, the signer must verify their email address by entering a code sent to their inbox before they can sign. This adds an extra layer of identity verification for sensitive transactions.