Your first electronic signature, step by step
Signing is easier with a well-prepared document. Here’s what to check, from uploading the file to saving the signed copy.
The contract has arrived, you’ve agreed on its contents and only the signatures are missing. Before reaching for the printer, consider how you could handle the next steps digitally.
For your first electronic signature, give yourself time. Know which document you’re signing, who else is involved and where you’ll find the completed copy.
1. Start with the final document
Read the whole file before uploading it. Check names, dates, amounts and attachments. Resolve any open questions before starting the signing process so people don’t have to keep track of several similar drafts.
Give the file a useful name. The document type, partner’s name and date will make it easier to find later. A consistent naming convention works better than “final2_new”.
2. Identify the participants
List everyone who needs to sign and check their contact details. If you’re requesting signatures, tell people what to expect, why their signature is needed and when you’d like to finish.
Keep your note brief. A sentence about the document and one clear next step will usually save another round of email.
3. Get your phone ready
Have your phone to hand for the GoodID app. Follow the registration and identity verification instructions on screen. Set aside a quiet moment, especially if this is your first time using the service.
If a step is unclear, pause and read its explanation. Give yourself enough time to understand what you’re confirming on each screen.
4. Review it once more before signing
Check that the document on screen is the one you agreed to. In a multi-page file, remember to review the attachments. If something looks different, contact the sender before continuing.
5. Think about where you’ll look for it next month
After signing, keep the electronic signed copy. Choose a folder you can easily find again and restrict access to the people who need it.
Three questions make a useful checklist. Which file is final? Who acts next? Where will the signed copy go?
With those decisions in place, the next signature will feel familiar. Start with a straightforward agreement and build a routine you can use again.