Step 1: Go to the Documents page on your RemoteTeam's dashboard.

Step 2: Click the New Document button for creating a new document template.


Step 3: Name your document and upload your PDF file. Make sure your Document Type is set to Signable. Then, click the Submit button.


Step 4: Drag and drop the fields you want to be filled in the template from the left side. Be sure to use the "Signature" field for the fields you want to make signable. 

Then, click the Save & Continue button when your template is done.


Step 5: Click the OK button. You will not be able to change the template after doing this. (If you need to change the template, you will have to delete and create a new one.)


Step 6: You will see the final view of your template. Click the Next button to continue.


Step 7: Set who will sign the document on behalf of your company and click the Next button.

Step 8: Assign the document to your employees by clicking the Add Signer button.


Step 9: Click the Add button for each employee that needs to sign. Once you're done assigning the document, click the X button to close the window.


The status will now be "Waiting to be Signed".

Step 10: To sign as an admin, click the Sign button from the above step and add your signature.

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