Using Online Digital Signatures to Automate Workflow

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Can I use HelloSign to automate my paperwork?

Yes! HelloSign enables users to automate paperwork and workflows through features like our automatic email reminders and the “Insert Everywhere” option which helps completes long paperwork quickly. Features like these make it easy to follow-up on paperwork and streamline the signing process.

Why automate a workflow?

Imagine the next document that you need to get signed. Have one in mind? Traditionally, it might take you one or two days to get the signature you need. It’d likely require printing, signing, and faxing. By automating the paperwork flow with eSignatures, you can shrink the signing process down to just a few minutes and clicks.

Not only does automating your workflow save you time and paper, it saves productive hours and resources.

What kind of workflows can I streamline using eSignatures?

All different types of workflows can be streamlined using eSignatures. For example:

That’s not all! You can read more about the different use cases here.

How do HelloSign electronic signatures work?

HelloSign makes it easy to electronically sign documents, send signature requests to others, and track where your documents are at all times. Here are just of few of the features that make it easy to automate your workflow:

  • Automatic email reminders. You’ll get a notification each and every time someone signs your document. This removes the need keep track of each eSignature and the possibility of misplaced documents.
  • Audit trails. Each signing activity is recorded for each document. These audit trails help you to automatically store important signer information in one location.
  • “Insert Everywhere” option. When signing a lengthy document, you may have multiple spots for signature and initials. The “Insert Everywhere” option makes it possible for signers to automate the signing process by inserting their signature into all the required signature fields. Learn more about this feature and our signing experience here. Learn more about this feature and our signing experience here.

What are some other ways to use HelloSign?

You can enable some of our partner integrations for an even smoother document workflow. Want to sign from your email account? No problem. Sign a document stored in Dropbox? A-OK.

Here are just a few examples of our favorite integrations:

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Digitally Sign PDF Document

Use HelloSign to Digitally Sign PDF Document

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Illustration showing the HelloSign interface

Did you know you can electronically sign documents online, even when they're in an un-editable format like a PDF? Signing PDF documents online makes in incredibly simple to get your most important paperwork filled out and signed quickly, even when you don't have access to a printer, scanner, or fax machine. HelloSign – an eSignature solution – gives you all the tools you need to sign PDF documents online.

HelloSign provides legally binding electronic signatures, each protected by an army of security regulations and compliances. Using HelloSign, you can format your PDFs with special formatting fields (like text fields, check boxes, date fields, signature fields, and more) so you can fill out PDF documents and insert your legally binding signature. You can also send the completed document via email to recipients of your choosing.

It’s simple to get started!

Step 1
Create your HelloSign account.
Use the Google authenticator or enter in your email and a password.
Step 2
Upload your PDF document.
Pull the PDF document into your account from your desktop or upload from one of the many apps we integrate with, like Box, Evernote, Google Docs, and more.
Step 3
Format the PDF using special formatting fields.
Just drag and drop each field onto the relevant part of the document.
Step 4
Fill out and sign the PDF.
Enter your information into each field, and insert your electronic signature to make the PDF legally binding.
Step 5
Send and store.
You have the option to send the completed document to a recipient or recipients via email. A copy of the completed document will also be saved to your HelloSign account.
All done
That’s it!
Sign up for your HelloSign account to get started. The first three documents of every month are free, with unlimited documents for any holder of a Pro plan or above.

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Free Document Signing

HelloSign: Free Document Signing

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Illustration showing the HelloSign interface

It's easier than ever to sign all your most important documents without the hassle of a printer, scanner, or fax machine. Legally binding electronic signatures empower you to sign documents online using a desktop, tablet, or mobile phone.

HelloSign is an eSignature provider dedicated to making the process of signing paperwork less painful and cumbersome. Using our free eSignature tool, you can create an electronic signature, format documents, store signed documents – all online!

In addition to providing easy to use electronic signatures, we also offer other services that make paperwork a breeze. Here are just a few features you'll enjoy with a paid HelloSign account:

Templates.
Prepare a document once, save it as a template, and then use it again and again.
Data validation.
You'll never have to worry about accidentally filling in an email address in the wrong field.
Email alerts.
Enjoy automatic email reminders and alerts for any action taken with your document. For example, you'll see when a document has been opened, viewed, and signed.
Secure storage.
All documents are kept safely and securely in your HelloSign account.
Ready to get signing?
Create your first HelloSign account and get three free documents each month. Pro plans and above unlock power features like templates and data validation.
Please note these features may only be available on certain HelloSign plans. Please contact a Sales representative if you are interested in learning which plan would be best for you.

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