How to use OtterWaiver for dual signing

This guide will walk you through how to use the PDF upload feature for dual-signing agreements. It is similar to DocuSign and is perfect for uploading documents that require multiple signatures.

 

Step 1: Verify Organization Information

1. On the left side of your screen, ensure the Organization Information is correct before proceeding.

Step 2: Upload Your Document

1. Click on the Upload button to begin the process.
2. Choose the document you wish to upload from your computer.
3. Give the document a name for easy identification.
4. Set an expiration date for the document, if applicable. For agreements that don't expire, select Never.

Step 3: Set Document Type

1. Choose the Document Type from the available options.
2. If the document is an NDA or another type not listed, select Other.

Step 4: Configure Signing Information

1. Define the Signing Information for the document.
2. You can add additional signers by clicking on the Add Signer button, or delete them if only one signer is needed.

Step 5: Prepare the Document for Signing

1. Click Next to view the PDF.

2. You will now be able to drag and drop fields onto the document for the required information:

   • Company Name
   • Email Address
   • Street Address
   • Zip Code
   • Signature Date
   • Title
   • Full Name
   • Signature

3. Repeat the above steps for the second signer by adding their respective fields.

Step 6: Finalizing and Sending the Document

1. Click Next to proceed to the email section.
2. Add an Email Subject for the signer(s).
3. Optionally, include a personalized message for the recipient.
4. Once you’re satisfied, click Send to email the document to the intended signers.

Step 7: Signing Process for Recipients

1. The recipient will receive an email with the agreement.
2. They will click the link to view the document.
3. The system will automatically populate the recipient's information (if available).
4. The recipient will need to:
   • Confirm they are over 18 (if required).
   • Provide their Phone Number.
   • View the document and enter their signature electronically.

Step 8: Monitor Document Status

1. After the recipient signs the document, you will see the document status updated under the Agreements section.
2. If you need to resend the document to another signer, simply click the Resend button next to their name.

Step 9: Completion Notification

1. Once all parties have signed, you will receive a confirmation email that the document has been fully executed.
2. The confirmation email will include the completed document for your records.

Need Assistance?

If you have any questions or need further assistance with the PDF upload and dual-signing feature, feel free to reach out for support.