When your signature is needed on a document, Shoobx will email you a link to review and sign the document(s) involved in that step of the workflow. There, you will have the opportunity to view and digitally sign the document. Alternatively, you can log in to your Shoobx account and select the document from your list of notifications in the upper right hand corner of the dashboard. These will appear as a number highlighted in red.
Signature Blocks 101
The signature block on a Shoobx document contains a lot of important information!
A title and byline may also appear if the signature is being provided on behalf of an entity.
Setting Up Your Signature Block
To set up your signature in Shoobx, you will want to log in and click on your profile picture or initials in the upper right hand corner of your screen. After selecting this, you will want to click on the "Manage Profile" button from the drop-down list. Then, you will see an "Update Signature" button beneath your image on the left hand side of the page. Selecting this will allow you to update your signature, as shown below:
Once you have set your signature as desired, you should be aware that your signature will only ever be applied after you click on a "Sign" button in Shoobx. If there are multiple documents being signed at a once by a single person on one page in a workflow, Shoobx will also ask you to "Submit Signatures" as an extra step of precaution.
If you would like to learn more about e-signatures and how to choose yours, we recommend that you check out our blog post here.
Creating a Bridge Note (Convertible Promissory Note) in Shoobx
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