How to use a PandaDocs

Complete and manage the agreements for Tree View Designs.

We use a digital signing platform called PandaDocs to manage our legal agreements. It is designed to manage the signing electronically without the need of printing, scanning and returning documents.

You will either get a PandaDoc email or a document link

Open the document or click on the document link.

Review the document and fill out fields assigned to you. Click the Start button at the top to navigate directly to the fields:

The field you must fill out will be highlighted in red, while the optional fields will be shown as grey.

When you start typing in a required field, the Next button will appear on the left and will navigate you to the next field you must fill out. 

Warning

When clicking the Next button, optional fields assigned to you will be skipped.

Once you are ready to sign the document (and if you are required to sign it), click the signature box(es) and put in your signature. 

To confirm signing the document, click Finish at the top. The document then transfers to the Completed status and becomes legally binding.

How to forward a document

If you need to forward a document to someone, click Other actions in the top right corner and select Forward from the dropdown. Then, enter their email address. 

If you don't see the button, ask the sender to enable document forwarding.

Alternatively, click Forward in the email you received. 

 

This guide has been taken from Sign a PandaDoc - Recipient’s Guide