Click‑Sign Signature page

Overview

This topic provides information on how to use the Click‑Sign Signature page.

The easiest way to make sure your signature is the correct size is to print, sign, and scan the Click‑Sign Signature form. You find this form within Simplifile.

Click-Sign Signature page Download Form button with Click-Sign Signatures form screenshot

Letter Description
A You can choose to receive notifications when you have a specified number of documents available to sign, or when a specified number of minutes have passed since a document was assigned to you. You can choose either option, or both.

I want to ...

Set up the click‑sign signature

IMPORTANT: If you plan to scan a signature, you must have a TWAIN scanner available to your computer and turned on. The Scanner software must be installed on your computer.

Complete the following tasks in order.

1 ‑ Open the Click‑Sign Signature page

From the My Simplifile Toolbar
  • In the My Simplifile Toolbar (in the upper-right corner of the page), select the right-most User Settings button (similar to My Simplifle toobar User tools icon) and select the Signature link. The Click-Sign Signature page opens in the right panel.

2 ‑ Download and print the form

  1. In the 1. Download and Sign section, select the Download Form button. The Click‑Sign Signatures form PDF file opens in another tab.
  2. Move the cursor near the top‑right corner of the Click‑Sign Signatures form to the Print Print icon  button.
  3. Select the Print  Print icon  button.
  4. Use your browser’s print tool to print the form.
  5. Close the tab that displays the Click‑Sign Signature form.

3 ‑ Sign the printed form

  • On the printed form, enter your signature as instructed on the form using the following guidelines.
    • Use black ink and a medium or bold pen.

      This helps assure that your signature is dark and clear enough for the computer to read easily

    • Sign inside the empty box.

      No part of your signature can touch or extend beyond the borders of the box.

4 ‑ Scan the form to create the signature file

Follow these guidelines when you scan and save a signature file:

  • Use a resolution of 300 DPI.
  • Scan in black and white, not color or grayscale.
  • Scan as a document or text, not a photograph.
  • Save the file as a .TIFF or a PDF in the directory where you want it to be located.
  • Use a TWAIN driver.

5 ‑ Upload the signature file

  1. In the 2. Upload and Extract section of the Click‑Sign Signature page, select the Upload button The Click‑Sign Signature Extraction pages opens.

    Click-Sign Signature Extraction page screenshot

  2. Scan, upload, or drag and drop the signed form following the instructions on the page. When completed, your signature is displayed under the section heading.

6 ‑ Position the signature box and baseline

  • When the signature displays in the right panel, position the signature box around the signature and put the baseline under the signature as if you had signed on the line.

    QUICK TIP: Drag the edges of the Signature box to position it.

    QUICK TIP: To move the blue line, hover your mouse pointer over it until the pointer becomes a two‑headed arrow.

    Below is an example.

Example signatures with callout letters screenshot

Letter Description
A Your signature displays on the screen after you upload the file.
B Drag the outline of the signature box around your signature.
C Drag the baseline to position it under the signature as if you had signed on the baseline.
  • To move the box, select the box to display a border of lines and small squares. Then left‑click and hold and drag the box.
  • To size the box, left‑click and drag any of the small squares on the border of the box.
  • To move the baseline, move your mouse pointer over the line until the pointer becomes a two‑way arrow(  ). Then left‑click and hold and drag the line.

7 ‑ Extract the signature

After you position the box and the line, you can extract the signature. The extracted signature displays on your computer so that you can make sure it is acceptable. Below is an example.

Approve Extracted Signature window screenshot

Letter Description
A Read the suggestions on the Approve Extracted Signature window and review your signature.
  1. In the Review Extracted Signature window, review the signature to make sure it is acceptable.
    • If the signature is acceptable, select the Approve button.
    • If the signature is not acceptable, select the Cancel button and return to step 6 of this task.

Complete the following tasks in order.

1 ‑ Open the Click‑Sign Signature page

From the Submitter component My Settings page
  1. Log in to Simplifile
  2. In the lower‑left corner of the navigation menu, select your name or the Settings  Settings (gear) button button. The My Settings page opens and the navigation menu options change to related content.
  3. In the navigation menu, select the My Signature item. The Click‑Sign Signature page opens.

2 ‑ Download and print the form

  1. In the 1. Download and Sign section, select the Download Form button. The Click‑Sign Signatures form PDF file opens in another tab.
  2. Move the cursor near the top‑right corner of the page to display the Print button.
  3. Select the Print button.
  4. Use your browser’s print tool to print the form.
  5. Close the tab that displays the Click‑Sign Signature form.

3 ‑ Sign the printed form

  • On the printed form, enter your signature as instructed on the form using the following guidelines.
    • Use black ink and a medium or bold pen.

      This helps assure that your signature is dark and clear enough for the computer to read easily

    • Sign inside the empty box.

      No part of your signature can touch or extend beyond the borders of the box.

4 ‑ Scan the form

Scan the form

Follow these guidelines when you scan and save a signature file:

  • Use a resolution of 300 DPI.
  • Scan in black and white, not color or grayscale.
  • Scan as a document or text, not a photograph.
  • Save the file as a .TIFF or a PDF.
  • Use a TWAIN driver.

5 ‑ Upload the signature

Do one of the following:

  • Upload a signature
  1. In the 2. Upload and Extract (copy) section, select the Upload Signature link. The Click‑Sign Signature Extraction pages opens.
  2. Scan, upload, or drag and drop the signed form following the instructions on the page. When completed, your signature is displayed under the section heading.
  • Upload a replacement signature
  1. In the 2. Upload and Extract (copy) section, select the Upload Replacement Signature link. The Click‑Sign Signature Extraction pages opens.
  2. Scan, upload, or drag and drop the signed form following the instructions on the page. When completed, your signature is displayed in the right panel.

6 ‑ Position the signature box and baseline

  • When the signature displays in the right panel, position the signature box around the signature and put the baseline under the signature as if you had signed on the line. Below is an example.

Example signatures with callout letters screenshot

Letter Description
A Your signature displays on the screen after you upload the file.
B Drag the outline of the signature box around your signature.
C Drag the baseline to position it under the signature as if you had signed on the baseline.
  • To move the box, select the box to display a border of lines and small squares. Then left‑click and hold and drag the box.
  • To size the box, left‑click and drag any of the small squares on the border of the box.
  • To move the baseline, move your mouse pointer over the line until the pointer becomes a two‑way arrow (). Then left‑click and hold and drag the line.

7 ‑ Extract the signature

After you position the box and the line, you can extract the signature. The extracted signature displays on your computer so that you can make sure it is acceptable. Below is an example.

Approve Extracted Signature window screenshot

Letter Description
A Read the suggestions on the Approve Extracted Signature window and review your signature.

Remove the signature

  1. 1 ‑ Open the Click‑Sign Signature page.
  2. In the 2. Upload and Extract (copy) section, select the Remove Signature link. The Remove Signature window opens.
  3. Read the information in the window.
  4. Select the Remove button. The window closes and the signature is removed.

Set up or modify a signature

  1. In the navigation menu, select Account.
  2. From the additional menu options that display, choose Click-Sign Signature.
  3. If you have the signed Click‑Sign Signature form saved on a drive that you can access from your computer, skip to step 8 of this task.
  4. Select Download Form.
  5. Use the Printer Print icon button in the upper right corner to print the form.

  6. Sign your name in the box on the printed form. Follow these guidelines:

    QUICK TIP: To move the blue line, hover your mouse pointer over it until the pointer becomes a two‑headed arrow.

    • Use a black medium‑ or bold‑tip pen. If a signature is too light, you may need to start over.
    • Stay inside the borders of the box. Your signature cannot touch any of the lines.
  7. Return to the Click‑Sign Signature page and select Upload.
  8. On your computer, find and double‑click the file you want to use.
  9. When the file displays, drag the Signature box to position it over your signature.
  10. Position the blue line in the Signature box under the main portion of your signature.
  11. When the positioning looks right, select Extract.
  12. Do one of the following on the Approve Extracted Signature window:
    • If the signature meets the described criteria, select Approve.
    • To reposition your uploaded signature, select Cancel. Then return to step 10 of this task.
  • For more information, see the Click‑Sign Signature page (for recipients) (Administrator Role) topic.