Handle paperwork wherever you are
Your phone is always close at hand. Here’s how to give documents the attention they deserve when reviewing and signing on the go.
A document may arrive between meetings, at home or while you’re visiting another city. Handling paperwork on your phone is convenient, but you can still choose when to give it your full attention.
A good mobile routine combines flexibility with care. Your phone lets you work away from your desk. You decide when you have enough time to read the document properly.
Find a few quiet minutes
Even a short document is easier to understand when you can concentrate. Find somewhere you can read the whole thing comfortably without anyone else seeing your screen.
If you’re travelling or keep getting interrupted, leave the signature until later. Part of the benefit is being able to choose a time that suits you.
Read the whole document, even on a small screen
Zoom in on the small print, look through the tables and check the attachments. For a long document, you may prefer to read it on a larger screen before completing the signing steps on your phone.
Whatever device you use, ask yourself the same question. Is this the version you agreed to? If you’re unsure, check with the sender.
Prepare for your first session
Choose a quiet moment to install the app and register. Follow the instructions and take time to get familiar with each screen.
Check that your phone has enough charge and a reliable internet connection. These small checks can save you an interruption halfway through.
Check who sent the request
If a signing request arrives unexpectedly, ask the sender what it’s for. Keep your login details and confirmation codes private. If in doubt, open the service through its official website or app.
Take the same care on your phone as you would on a computer. Even when a message looks familiar, verify the request and read the document.
File the signed copy
Once you’ve finished, check the confirmation and save the signed electronic copy. Move it from your downloads into the folder for that matter.
Sign wherever it suits you. Give the document the same careful review wherever you are.
A good mobile routine lets you choose when to deal with paperwork and gives you the time to do it thoughtfully.