Overview
As a reminder, Order Forms can be shared in three different ways:
Via Link
Via Email
Via Workspace Banner
Regardless of how an Order form is shared, the signer will end up on the following screen where they can review the order form.
Signing
When ready to sign, click Sign in the upper right hand corner of the form.
Verifying Identity
After clicking sign, the signatory will be asked to verify their identify via email. This is an important step to making sure the Order Form signature is legally binding.
The signer clicks Verify next to their name and will then receive a verification email.
Once Sign quote is clicked, the signer will see a confirmation screen that their identity has been verified. Now they are ready to sign the Order Form!
Signature Flow
Dock partners with DropboxSign (formerly HelloSign) for embedded signature. To go through the signing flow, follow the steps below.
Step 1: Click Get Started in the top right.
Step 2: You will get automatically scrolled down to the Signature Field where you can select Click to Sign.
Step 3: Add your digital signature.
Step 4: Signature will appear on the Order Form. Click Continue in the top right.
Step 5: Click I agree to being legally bound by document
Step 6: View Success Screen. You're all done! 🎉
Once all signatures have been completed, you'll receive a confirmation email with the finalized Order Form.