StartDeck
Publish, eSignatures & Tracking

Publish, eSignature, Delivery and Tracking

StartDeck eSignatures has two modes:

  1. Publish, sign, deliver and track StartDeck project documents. Use this mode to sign, request signatures, or simply publish project files as PDFs.
  2. Quick signatures for any PDF or Google doc. Use this mode quick signature tasks, such as signing a PDF or requesting signatures for documents.

Publish Project Documents

StartDeck will publish project documents as PDF files, optionally adding addenda and esignatures in the process. Published files may be delivered with tracking, or simply downloaded. 

Publish and Sign

From the Project Page Publish panel, click eSignatures (StartDeck > Projects > Project Page > Publish).

Next, select a signature option:

  1. Self sign
  2. Self and others are signing
  3. Only others are signing

Add Signature Fields

Using the self sign option, the document will be converted to a PDF then prompts will be display for adding signature fields.

To see the signature process with multiple signers, see Quick Signatures, Step 4.

Sign & Agree to Terms

The next steps are to add your signature and agree to terms per the U.S. Electronic Signature in Global and National Commerce Act (ESIGN).

Download Signed File

View Signature Tracking Record

Access Tracking from the Account Menu # 

In addition to the tracking documents from the Project Page, tracking for all projects can be accomplished from the From the StartDeck Dashboard. From the Dashboard, click the avatar icon in the upper-right corner and click "Track Documents". This will open the tracking page where the status of all projects may be viewed.

Account menu > Tracking

Tracking for all projects

Tracking summary for all projects
  1. View tracking for project
  2. View Project page

Quick Signatures for a PDF or Google Doc #

 

 

 

Need a quick signature? Use StartDeck eSignature. 

  1. Go to the StartDeck Project Page
  2. Select eSignatures icon at the top of project Page.
  3. Upload a PDF to sign and/or get signed in the designated upload area, or paste Google Doc URL in the designated areas to sign and/or get signed. 
  4. Choose a signature option
    1. "I'm the only signer”
    2. "I'm signing and others are signing"
    3. "Others are signing, but not me"
  5. If others are signing, add their name and email
  6. Add fields for signing (field options include signature, initials, date, text, email and phone)
  7. If I am signing, sign (signature options include uploading, typing or drawing)
  8. If others are signing, send for signature
  9. When all signatures are complete, download signed doc. Signed documents can be downloaded from the Project Page at the Publish panel. 

The following Series of Images Details the Quick Signature Process

Steps 1 -3: 

Signature steps 1 - 3

Step 4: Chose signature option # 

Signature options

Step 5: Add signers as recipients

Add recipients
  1. As signers name and email in the form
  2. Add more recipients/signers as needed

Step 6: Add signature fields for each signer

Add fields for each signer

Step 7: Sign 

Simple 1, 2, 3 eSignatures
  1. Click on a field to sign, date, etc.
  2. eSignature options:
    1. Type
    2. Draw
    3. Upload
  3. Finish signing

Step 8: Send Signature Request

Send for Signature and/Delivery and Tracking
  1. Edit subject line and email message
  2. Send to recipients, initiate signatures and tracking

Step 9: Download Completed File #

Each signer will receive an email with a download link. The completed file may also be downloaded from the Publish section.

Download completed files

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