Introduction 👋
Redlining done, I’s dotted, T’s crossed — all that's missing are the signatures?
Congrats! You’re almost there. We’ll show you how to easily send your contract for signature with fynk.
Upload a document
You can upload documents to fynk either as a PDF or a Word file.
Upload a PDF document
Drag and drop the PDF file onto any page in fynk
Then click [Sign document]
Alternatively, you can go to the Documents section and click on [Upload PDF].
Upload a Word document
Drag and drop the Word file onto any page in fynk
Click [Create document]
During the upload, you also have the following options:
Import comments and tracked changes from the Word file
Adjust formatting before the actual upload
After the upload, the next steps are the same for both PDF and Word documents.
Add a party
After the upload, a notification will appear indicating that a party must be added to the document.
Click the corresponding button
Enter the information for the party and the signer
Add an internal party
If the party is internal, you can select it via the address book icon.
You have the following options:
Add yourself as the signer
Select another person from your fynk account
Enter the information manually (name and email address)
Add an external party
For an external party, simply enter the following information:
Name of the party
Address (optional)
Name and email address of the signer
Then click [Save].
Place signature blocks in the document 📝
After adding the party and signer, you can place the signature block in the document.
Click “Place signature blocks”
Drag and drop the block to the desired position in the document
Adjust the size of the block if necessary so it fits the document layout
Start the signing process ✍️
Once everything is set up, you can start the signing process.
Click “Start signing”
Select the signature type
Optionally define a signing order if there are multiple signers
Optionally add a message to the signers
Click “Start signing” again to automatically notify the signers via email.
💡Note: The signer’s information like name or email address can still be updated after the signing process has started.
To do so, click on the signer, edit the information, and select “Update signatory.” A new invitation to the document will automatically be sent.
Add a signature
Signers can add their signature in several ways:
draw a signature
type a signature
upload an image of an existing signature
If a signature has already been saved, it can be selected under “My signatures”.
Manage saved signatures
As a fynk user, you can manage your saved signatures and set a default signature.
Simply click the star icon to mark a signature as the default.
✅ After the signature: All parties involved automatically receive the signed document by e-mail.
🎉 Congratulations!
The document has been signed, but that's just the beginning.
What´s next?
Now, the real collaboration begins! There may be renewals, amendments or disputes. Curious how fynk prepares you for any of those outcomes? Watch our videos on YouTube. 🎥
🤷♀️ Need guidance for your external parties?
Our article provides a step-by-step guide for external parties on what to do when asked to sign a document via fynk.
💁♀️ Our expert Support Team is on standby. Engage with us via our chat feature or reach out at [email protected] for any assistance 🚀.